Bay State Savings Bank
Plan context: Sbera 401 K Plan as Adopted by Bay State Savings Bank
EIN 04-1070050 • 15 filings • 4 plans
Current Snapshot
Latest Year
2017
2017 Participants
67
2017 Assets
$6,235,846
2017 Contributions
$467,562
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2017 | 1 | 67 | $6,235,846 | $467,562 | $6,979iApproximate average salary by contribution assumption: employee only about $174,463 at 4% or $116,309 at 6%; with 50% employer match about $116,309 at 4% or $77,539 at 6%; with 100% employer match about $87,232 at 4% or $58,154 at 6%. |
| Sbera 401 K Plan as Adopted by Bay State Savings Bank | - | 67 | $6,235,846 | $467,562 | $6,979iApproximate average salary by contribution assumption: employee only about $174,463 at 4% or $116,309 at 6%; with 50% employer match about $116,309 at 4% or $77,539 at 6%; with 100% employer match about $87,232 at 4% or $58,154 at 6%. |
| 2006 | 1 | 86 | $3,254,625 | $714,056 | $8,303iApproximate average salary by contribution assumption: employee only about $207,574 at 4% or $138,383 at 6%; with 50% employer match about $138,383 at 4% or $92,255 at 6%; with 100% employer match about $103,787 at 4% or $69,191 at 6%. |
| Sbera 401 K Plan as Adopted by Bay State Savings Bank | - | 86 | $3,254,625 | $714,056 | $8,303iApproximate average salary by contribution assumption: employee only about $207,574 at 4% or $138,383 at 6%; with 50% employer match about $138,383 at 4% or $92,255 at 6%; with 100% employer match about $103,787 at 4% or $69,191 at 6%. |
| 2005 | 1 | 75 | $2,339,657 | $348,522 | $4,647iApproximate average salary by contribution assumption: employee only about $116,174 at 4% or $77,449 at 6%; with 50% employer match about $77,449 at 4% or $51,633 at 6%; with 100% employer match about $58,087 at 4% or $38,725 at 6%. |
| Sbera 401 K Plan as Adopted by Bay State Savings Bank | - | 75 | $2,339,657 | $348,522 | $4,647iApproximate average salary by contribution assumption: employee only about $116,174 at 4% or $77,449 at 6%; with 50% employer match about $77,449 at 4% or $51,633 at 6%; with 100% employer match about $58,087 at 4% or $38,725 at 6%. |
| 2004 | 2 | 63 | $5,526,574 | $347,677 | $5,519iApproximate average salary by contribution assumption: employee only about $137,967 at 4% or $91,978 at 6%; with 50% employer match about $91,978 at 4% or $61,319 at 6%; with 100% employer match about $68,984 at 4% or $45,989 at 6%. |
| Sbera Pension Plan as Adopted by Bay State Savings Bank | - | 63 | $3,574,263 | $60,850 | $966iApproximate average salary by contribution assumption: employee only about $24,147 at 4% or $16,098 at 6%; with 50% employer match about $16,098 at 4% or $10,732 at 6%; with 100% employer match about $12,073 at 4% or $8,049 at 6%. |
| Sbera 401 K Plan as Adopted by Bay State Savings Bank | - | 63 | $1,952,311 | $286,827 | $4,553iApproximate average salary by contribution assumption: employee only about $113,820 at 4% or $75,880 at 6%; with 50% employer match about $75,880 at 4% or $50,587 at 6%; with 100% employer match about $56,910 at 4% or $37,940 at 6%. |
| 2003 | 2 | 71 | $4,929,799 | $277,248 | $3,905iApproximate average salary by contribution assumption: employee only about $97,623 at 4% or $65,082 at 6%; with 50% employer match about $65,082 at 4% or $43,388 at 6%; with 100% employer match about $48,811 at 4% or $32,541 at 6%. |
| Sbera Pension Plan as Adopted by Bay State Savings Bank | - | 50 | $3,256,372 | $62,672 | $1,253iApproximate average salary by contribution assumption: employee only about $31,336 at 4% or $20,891 at 6%; with 50% employer match about $20,891 at 4% or $13,927 at 6%; with 100% employer match about $15,668 at 4% or $10,445 at 6%. |
| Sbera 401 K Plan as Adopted by Bay State Savings Bank | - | 71 | $1,673,427 | $214,576 | $3,022iApproximate average salary by contribution assumption: employee only about $75,555 at 4% or $50,370 at 6%; with 50% employer match about $50,370 at 4% or $33,580 at 6%; with 100% employer match about $37,777 at 4% or $25,185 at 6%. |
| 2002 | 2 | 60 | $1,396,579 | $243,692 | $4,062iApproximate average salary by contribution assumption: employee only about $101,538 at 4% or $67,692 at 6%; with 50% employer match about $67,692 at 4% or $45,128 at 6%; with 100% employer match about $50,769 at 4% or $33,846 at 6%. |
| Sbera 401 K Plan as Adopted by Bay State Savings Bank | - | 60 | $1,396,579 | $243,692 | $4,062iApproximate average salary by contribution assumption: employee only about $101,538 at 4% or $67,692 at 6%; with 50% employer match about $67,692 at 4% or $45,128 at 6%; with 100% employer match about $50,769 at 4% or $33,846 at 6%. |
| Sbera Pension Plan as Adopted by Bay State Savings Bank | - | 45 | - | - | - |
| 2001 | 2 | 57 | $1,366,118 | $178,164 | $3,126iApproximate average salary by contribution assumption: employee only about $78,142 at 4% or $52,095 at 6%; with 50% employer match about $52,095 at 4% or $34,730 at 6%; with 100% employer match about $39,071 at 4% or $26,047 at 6%. |
| Sbera 401 K Plan as Adopted by Bay State Savings Bank | - | 57 | $1,366,118 | $178,164 | $3,126iApproximate average salary by contribution assumption: employee only about $78,142 at 4% or $52,095 at 6%; with 50% employer match about $52,095 at 4% or $34,730 at 6%; with 100% employer match about $39,071 at 4% or $26,047 at 6%. |
| Sbera Pension Plan as Adopted by Bay State Savings Bank | - | 42 | - | - | - |
| 2000 | 2 | 57 | $1,276,435 | $148,944 | $2,613iApproximate average salary by contribution assumption: employee only about $65,326 at 4% or $43,551 at 6%; with 50% employer match about $43,551 at 4% or $29,034 at 6%; with 100% employer match about $32,663 at 4% or $21,775 at 6%. |
| Sbera 401 K Plan as Adopted by Bay State Savings Bank | - | 57 | $1,276,435 | $148,944 | $2,613iApproximate average salary by contribution assumption: employee only about $65,326 at 4% or $43,551 at 6%; with 50% employer match about $43,551 at 4% or $29,034 at 6%; with 100% employer match about $32,663 at 4% or $21,775 at 6%. |
| Sbera Pension Plan as Adopted by Bay State Savings Bank | - | 43 | - | - | - |
| 1999 | 2 | 43 | $3,982,259 | $15,878 | $369iApproximate average salary by contribution assumption: employee only about $9,231 at 4% or $6,154 at 6%; with 50% employer match about $6,154 at 4% or $4,103 at 6%; with 100% employer match about $4,616 at 4% or $3,077 at 6%. |
| Sbera Pension Plan as Adopted by Bay State Savings Bank | - | 38 | $2,924,818 | $15,878 | $418iApproximate average salary by contribution assumption: employee only about $10,446 at 4% or $6,964 at 6%; with 50% employer match about $6,964 at 4% or $4,643 at 6%; with 100% employer match about $5,223 at 4% or $3,482 at 6%. |
| Sbera 401 K Plan as Adopted by Bay State Savings Bank | - | 43 | $1,057,441 | - | - |