Civic Intelligence

Medford Savings Bank

Plan context: Sbera 401 K Plan as Adopted by Medford Bank

EIN 04-1609330 • 23 filings • 11 plans

Current Snapshot

Latest Year

2003

2003 Participants

244

2003 Assets

$5,176,307

2003 Contributions

$36,630

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$12,881,745$6,440,873$0199920012002YearValue
$5,176,307Latest year 2002

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

3321660199920012002YearValue
244Latest year 2002

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200310$0$36,630-
Sbera 401 K Plan as Adopted by Medford Bank-0-$36,630-
20023244$5,176,307$1,047,239$4,292iApproximate average salary by contribution assumption: employee only about $107,299 at 4% or $71,533 at 6%; with 50% employer match about $71,533 at 4% or $47,688 at 6%; with 100% employer match about $53,650 at 4% or $35,766 at 6%.
Sbera 401 K Plan as Adopted by Medford Bank-244$5,176,307$1,047,239$4,292iApproximate average salary by contribution assumption: employee only about $107,299 at 4% or $71,533 at 6%; with 50% employer match about $71,533 at 4% or $47,688 at 6%; with 100% employer match about $53,650 at 4% or $35,766 at 6%.
Savings Bank Employees Group Insurance Fund Medford Savings Bank-0---
Medford Savings Bank Employee Stock Ownership Plan-0---
20016332$5,279,622$1,106,873$3,334iApproximate average salary by contribution assumption: employee only about $83,349 at 4% or $55,566 at 6%; with 50% employer match about $55,566 at 4% or $37,044 at 6%; with 100% employer match about $41,674 at 4% or $27,783 at 6%.
Sbera 401 K Plan as Adopted by Medford Bank-290$5,279,622$1,106,873$3,817iApproximate average salary by contribution assumption: employee only about $95,420 at 4% or $63,613 at 6%; with 50% employer match about $63,613 at 4% or $42,409 at 6%; with 100% employer match about $47,710 at 4% or $31,807 at 6%.
Medford Savings Bank Group Long Term Disability Plan-177---
Medford Savings Bank Group Dental Plan-222---
MEDFORD SAVINGS BANK SEVERANCE PAY PLAN-332---
Savings Bank Employees Group Insurance Fund Medford Savings Bank-203---
Harvard Pilgrim Health Care-50---
20007309$4,676,104$1,882,094$6,091iApproximate average salary by contribution assumption: employee only about $152,273 at 4% or $101,515 at 6%; with 50% employer match about $101,515 at 4% or $67,677 at 6%; with 100% employer match about $76,136 at 4% or $50,758 at 6%.
Sbera 401 K Plan as Adopted by Medford Bank-259$4,676,104$1,882,094$7,267iApproximate average salary by contribution assumption: employee only about $181,669 at 4% or $121,113 at 6%; with 50% employer match about $121,113 at 4% or $80,742 at 6%; with 100% employer match about $90,835 at 4% or $60,556 at 6%.
Harvard Pilgrim Health Care-60---
MEDFORD SAVINGS BANK SEVERANCE PAY PLAN-309---
Medford Savings Bank Group Long Term Disability Plan-173---
Medford Savings Bank Group Dental Plan-217---
Sbera Pension Plan as Adopted by Medford Savings Bank-0---
Medford Savings Bank Employee Stock Ownership Plan-131---
19996217$12,881,745$0-
Sbera Pension Plan as Adopted by Medford Savings Bank-0$7,657,053--
Medford Savings Bank Employee Stock Ownership Plan-143$5,224,692--
Medford Savings Bank Group Dental Plan-217---
Medford Savings Bank Group Long Term Disability Plan-177---
Harvard Pilgrim Health Care-57---
Savings Bank Employees Group Insurance Fund Medford Savings Bank-198---