Merrimac Savings Bank
Plan context: Sbera 401K Plan as Adopted by Merrimac Savings Bank
EIN 04-1614310 • 22 filings • 4 plans
Current Snapshot
Latest Year
2015
2015 Participants
23
2015 Assets
$2,264,835
2015 Contributions
$122,074
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $122,074 | - |
| Sbera 401K Plan as Adopted by Merrimac Savings Bank | - | 0 | - | $122,074 | - |
| 2014 | 1 | 23 | $2,264,835 | $139,795 | $6,078iApproximate average salary by contribution assumption: employee only about $151,951 at 4% or $101,301 at 6%; with 50% employer match about $101,301 at 4% or $67,534 at 6%; with 100% employer match about $75,976 at 4% or $50,650 at 6%. |
| Sbera 401K Plan as Adopted by Merrimac Savings Bank | - | 23 | $2,264,835 | $139,795 | $6,078iApproximate average salary by contribution assumption: employee only about $151,951 at 4% or $101,301 at 6%; with 50% employer match about $101,301 at 4% or $67,534 at 6%; with 100% employer match about $75,976 at 4% or $50,650 at 6%. |
| 2013 | 1 | 22 | $2,228,181 | $127,891 | $5,813iApproximate average salary by contribution assumption: employee only about $145,331 at 4% or $96,887 at 6%; with 50% employer match about $96,887 at 4% or $64,591 at 6%; with 100% employer match about $72,665 at 4% or $48,444 at 6%. |
| Sbera 401K Plan as Adopted by Merrimac Savings Bank | - | 22 | $2,228,181 | $127,891 | $5,813iApproximate average salary by contribution assumption: employee only about $145,331 at 4% or $96,887 at 6%; with 50% employer match about $96,887 at 4% or $64,591 at 6%; with 100% employer match about $72,665 at 4% or $48,444 at 6%. |
| 2012 | 1 | 25 | $1,881,464 | $127,940 | $5,118iApproximate average salary by contribution assumption: employee only about $127,940 at 4% or $85,293 at 6%; with 50% employer match about $85,293 at 4% or $56,862 at 6%; with 100% employer match about $63,970 at 4% or $42,647 at 6%. |
| Sbera 401K Plan as Adopted by Merrimac Savings Bank | - | 25 | $1,881,464 | $127,940 | $5,118iApproximate average salary by contribution assumption: employee only about $127,940 at 4% or $85,293 at 6%; with 50% employer match about $85,293 at 4% or $56,862 at 6%; with 100% employer match about $63,970 at 4% or $42,647 at 6%. |
| 2011 | 1 | 21 | $1,634,788 | $124,768 | $5,941iApproximate average salary by contribution assumption: employee only about $148,533 at 4% or $99,022 at 6%; with 50% employer match about $99,022 at 4% or $66,015 at 6%; with 100% employer match about $74,267 at 4% or $49,511 at 6%. |
| Sbera 401K Plan as Adopted by Merrimac Savings Bank | - | 21 | $1,634,788 | $124,768 | $5,941iApproximate average salary by contribution assumption: employee only about $148,533 at 4% or $99,022 at 6%; with 50% employer match about $99,022 at 4% or $66,015 at 6%; with 100% employer match about $74,267 at 4% or $49,511 at 6%. |
| 2010 | 1 | 22 | $1,659,423 | $138,740 | $6,306iApproximate average salary by contribution assumption: employee only about $157,659 at 4% or $105,106 at 6%; with 50% employer match about $105,106 at 4% or $70,071 at 6%; with 100% employer match about $78,830 at 4% or $52,553 at 6%. |
| Sbera 401K Plan as Adopted by Merrimac Savings Bank | - | 22 | $1,659,423 | $138,740 | $6,306iApproximate average salary by contribution assumption: employee only about $157,659 at 4% or $105,106 at 6%; with 50% employer match about $105,106 at 4% or $70,071 at 6%; with 100% employer match about $78,830 at 4% or $52,553 at 6%. |
| 2009 | 1 | 22 | $1,401,704 | $154,286 | $7,013iApproximate average salary by contribution assumption: employee only about $175,325 at 4% or $116,883 at 6%; with 50% employer match about $116,883 at 4% or $77,922 at 6%; with 100% employer match about $87,663 at 4% or $58,442 at 6%. |
| Sbera 401K Plan as Adopted by Merrimac Savings Bank | - | 22 | $1,401,704 | $154,286 | $7,013iApproximate average salary by contribution assumption: employee only about $175,325 at 4% or $116,883 at 6%; with 50% employer match about $116,883 at 4% or $77,922 at 6%; with 100% employer match about $87,663 at 4% or $58,442 at 6%. |
| 2008 | 1 | 23 | $1,345,206 | $154,671 | $6,725iApproximate average salary by contribution assumption: employee only about $168,121 at 4% or $112,080 at 6%; with 50% employer match about $112,080 at 4% or $74,720 at 6%; with 100% employer match about $84,060 at 4% or $56,040 at 6%. |
| Sbera 401K Plan as Adopted by Merrimac Savings Bank | - | 23 | $1,345,206 | $154,671 | $6,725iApproximate average salary by contribution assumption: employee only about $168,121 at 4% or $112,080 at 6%; with 50% employer match about $112,080 at 4% or $74,720 at 6%; with 100% employer match about $84,060 at 4% or $56,040 at 6%. |
| 2007 | 1 | 24 | $0 | $0 | - |
| Sbera 401K Plan as Adopted by Merrimac Savings Bank | - | 24 | - | - | - |
| 2006 | 1 | 30 | $1,202,737 | $168,971 | $5,632iApproximate average salary by contribution assumption: employee only about $140,809 at 4% or $93,873 at 6%; with 50% employer match about $93,873 at 4% or $62,582 at 6%; with 100% employer match about $70,405 at 4% or $46,936 at 6%. |
| Sbera 401K Plan as Adopted by Merrimac Savings Bank | - | 30 | $1,202,737 | $168,971 | $5,632iApproximate average salary by contribution assumption: employee only about $140,809 at 4% or $93,873 at 6%; with 50% employer match about $93,873 at 4% or $62,582 at 6%; with 100% employer match about $70,405 at 4% or $46,936 at 6%. |
| 2005 | 1 | 24 | $930,354 | $136,812 | $5,701iApproximate average salary by contribution assumption: employee only about $142,513 at 4% or $95,008 at 6%; with 50% employer match about $95,008 at 4% or $63,339 at 6%; with 100% employer match about $71,256 at 4% or $47,504 at 6%. |
| Sbera 401K Plan as Adopted by Merrimac Savings Bank | - | 24 | $930,354 | $136,812 | $5,701iApproximate average salary by contribution assumption: employee only about $142,513 at 4% or $95,008 at 6%; with 50% employer match about $95,008 at 4% or $63,339 at 6%; with 100% employer match about $71,256 at 4% or $47,504 at 6%. |
| 2004 | 1 | 16 | $762,312 | $143,298 | $8,956iApproximate average salary by contribution assumption: employee only about $223,903 at 4% or $149,269 at 6%; with 50% employer match about $149,269 at 4% or $99,513 at 6%; with 100% employer match about $111,952 at 4% or $74,634 at 6%. |
| Sbera 401K Plan as Adopted by Merrimac Savings Bank | - | 16 | $762,312 | $143,298 | $8,956iApproximate average salary by contribution assumption: employee only about $223,903 at 4% or $149,269 at 6%; with 50% employer match about $149,269 at 4% or $99,513 at 6%; with 100% employer match about $111,952 at 4% or $74,634 at 6%. |
| 2003 | 2 | 15 | $624,864 | $56,257 | $3,750iApproximate average salary by contribution assumption: employee only about $93,762 at 4% or $62,508 at 6%; with 50% employer match about $62,508 at 4% or $41,672 at 6%; with 100% employer match about $46,881 at 4% or $31,254 at 6%. |
| Sbera 401K Plan as Adopted by Merrimac Savings Bank | - | 15 | $624,864 | $27,365 | $1,824iApproximate average salary by contribution assumption: employee only about $45,608 at 4% or $30,406 at 6%; with 50% employer match about $30,406 at 4% or $20,270 at 6%; with 100% employer match about $22,804 at 4% or $15,203 at 6%. |
| MERRIMAC SAVINGS BANK MONEY PURCHASE PLAN | - | 0 | - | $28,892 | - |
| 2002 | 2 | 12 | $631,515 | $76,049 | $6,337iApproximate average salary by contribution assumption: employee only about $158,435 at 4% or $105,624 at 6%; with 50% employer match about $105,624 at 4% or $70,416 at 6%; with 100% employer match about $79,218 at 4% or $52,812 at 6%. |
| Sbera 401K Plan as Adopted by Merrimac Savings Bank | - | 12 | $579,728 | $52,324 | $4,360iApproximate average salary by contribution assumption: employee only about $109,008 at 4% or $72,672 at 6%; with 50% employer match about $72,672 at 4% or $48,448 at 6%; with 100% employer match about $54,504 at 4% or $36,336 at 6%. |
| MERRIMAC SAVINGS BANK MONEY PURCHASE PLAN | - | 11 | $51,787 | $23,725 | $2,157iApproximate average salary by contribution assumption: employee only about $53,920 at 4% or $35,947 at 6%; with 50% employer match about $35,947 at 4% or $23,965 at 6%; with 100% employer match about $26,960 at 4% or $17,973 at 6%. |
| 2001 | 2 | 10 | $1,033,062 | $41,321 | $4,132iApproximate average salary by contribution assumption: employee only about $103,303 at 4% or $68,868 at 6%; with 50% employer match about $68,868 at 4% or $45,912 at 6%; with 100% employer match about $51,651 at 4% or $34,434 at 6%. |
| Sbera 401K Plan as Adopted by Merrimac Savings Bank | - | 10 | $1,033,062 | $41,321 | $4,132iApproximate average salary by contribution assumption: employee only about $103,303 at 4% or $68,868 at 6%; with 50% employer match about $68,868 at 4% or $45,912 at 6%; with 100% employer match about $51,651 at 4% or $34,434 at 6%. |
| MERRIMAC SAVINGS BANK MONEY PURCHASE PLAN | - | 10 | - | - | - |
| 2000 | 3 | 13 | $1,277,525 | $1,024,188 | $78,784iApproximate average salary by contribution assumption: employee only about $1,969,592 at 4% or $1,313,062 at 6%; with 50% employer match about $1,313,062 at 4% or $875,374 at 6%; with 100% employer match about $984,796 at 4% or $656,531 at 6%. |
| Sbera 401K Plan as Adopted by Merrimac Savings Bank | - | 10 | $1,254,306 | $998,865 | $99,887iApproximate average salary by contribution assumption: employee only about $2,497,163 at 4% or $1,664,775 at 6%; with 50% employer match about $1,664,775 at 4% or $1,109,850 at 6%; with 100% employer match about $1,248,581 at 4% or $832,388 at 6%. |
| MERRIMAC SAVINGS BANK MONEY PURCHASE PLAN | - | 13 | $23,219 | $25,323 | $1,948iApproximate average salary by contribution assumption: employee only about $48,698 at 4% or $32,465 at 6%; with 50% employer match about $32,465 at 4% or $21,644 at 6%; with 100% employer match about $24,349 at 4% or $16,233 at 6%. |
| SBERA PENSION PLAN AS ADOPTED BY MERRIMAC SAVINGS BANK | - | 0 | - | - | - |
| 1999 | 1 | 9 | $181,973 | $8,897 | $989iApproximate average salary by contribution assumption: employee only about $24,714 at 4% or $16,476 at 6%; with 50% employer match about $16,476 at 4% or $10,984 at 6%; with 100% employer match about $12,357 at 4% or $8,238 at 6%. |
| Sbera 401K Plan as Adopted by Merrimac Savings Bank | - | 9 | $181,973 | $8,897 | $989iApproximate average salary by contribution assumption: employee only about $24,714 at 4% or $16,476 at 6%; with 50% employer match about $16,476 at 4% or $10,984 at 6%; with 100% employer match about $12,357 at 4% or $8,238 at 6%. |