Civic Intelligence

Middlesex Savings Bank

Plan context: Sbera 401 K Plan as Adopted by Middlesex Savings Bank

EIN 04-1618970 • 30 filings • 10 plans

Current Snapshot

Latest Year

2016

2016 Participants

429

2016 Assets

$16,973,232

2016 Contributions

$2,686,616

Historical Graphs

Total Assets Over Time

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

$30,446,388$15,223,194$0199920042008YearValue
$16,973,232Latest year 2008

Participants Over Time

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

4962480199920042016YearValue
429Latest year 2016

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
20161429$0$0-
Middlesex Savings Bank Long Term Disability Plan-429---
20082496$16,973,232$2,686,616$5,417iApproximate average salary by contribution assumption: employee only about $135,414 at 4% or $90,276 at 6%; with 50% employer match about $90,276 at 4% or $60,184 at 6%; with 100% employer match about $67,707 at 4% or $45,138 at 6%.
Sbera 401 K Plan as Adopted by Middlesex Savings Bank-496$16,973,232$2,686,616$5,417iApproximate average salary by contribution assumption: employee only about $135,414 at 4% or $90,276 at 6%; with 50% employer match about $90,276 at 4% or $60,184 at 6%; with 100% employer match about $67,707 at 4% or $45,138 at 6%.
Savings Bank Employees Groupinsurance Fundmiddlesex Savings Bank-0---
20073493$21,026,942$2,710,566$5,498iApproximate average salary by contribution assumption: employee only about $137,453 at 4% or $91,635 at 6%; with 50% employer match about $91,635 at 4% or $61,090 at 6%; with 100% employer match about $68,726 at 4% or $45,818 at 6%.
Sbera 401 K Plan as Adopted by Middlesex Savings Bank-493$21,026,942$2,710,566$5,498iApproximate average salary by contribution assumption: employee only about $137,453 at 4% or $91,635 at 6%; with 50% employer match about $91,635 at 4% or $61,090 at 6%; with 100% employer match about $68,726 at 4% or $45,818 at 6%.
Savings Bank Employees Groupinsurance Fundmiddlesex Savings Bank-391---
SBERA PENSION PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK-363---
20063394$18,484,276$2,407,528$6,110iApproximate average salary by contribution assumption: employee only about $152,762 at 4% or $101,841 at 6%; with 50% employer match about $101,841 at 4% or $67,894 at 6%; with 100% employer match about $76,381 at 4% or $50,921 at 6%.
Sbera 401 K Plan as Adopted by Middlesex Savings Bank-394$18,484,276$2,407,528$6,110iApproximate average salary by contribution assumption: employee only about $152,762 at 4% or $101,841 at 6%; with 50% employer match about $101,841 at 4% or $67,894 at 6%; with 100% employer match about $76,381 at 4% or $50,921 at 6%.
Savings Bank Employees Groupinsurance Fundmiddlesex Savings Bank-384---
SBERA PENSION PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK-344---
20053384$14,830,546$2,411,295$6,279iApproximate average salary by contribution assumption: employee only about $156,985 at 4% or $104,657 at 6%; with 50% employer match about $104,657 at 4% or $69,771 at 6%; with 100% employer match about $78,493 at 4% or $52,328 at 6%.
Sbera 401 K Plan as Adopted by Middlesex Savings Bank-384$14,830,546$2,411,295$6,279iApproximate average salary by contribution assumption: employee only about $156,985 at 4% or $104,657 at 6%; with 50% employer match about $104,657 at 4% or $69,771 at 6%; with 100% employer match about $78,493 at 4% or $52,328 at 6%.
Savings Bank Employees Groupinsurance Fundmiddlesex Savings Bank-375---
SBERA PENSION PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK-326---
20044375$30,446,388$3,654,750$9,746iApproximate average salary by contribution assumption: employee only about $243,650 at 4% or $162,433 at 6%; with 50% employer match about $162,433 at 4% or $108,289 at 6%; with 100% employer match about $121,825 at 4% or $81,217 at 6%.
SBERA PENSION PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK-315$18,493,357$1,655,537$5,256iApproximate average salary by contribution assumption: employee only about $131,392 at 4% or $87,595 at 6%; with 50% employer match about $87,595 at 4% or $58,396 at 6%; with 100% employer match about $65,696 at 4% or $43,797 at 6%.
Sbera 401 K Plan as Adopted by Middlesex Savings Bank-375$11,953,031$1,999,213$5,331iApproximate average salary by contribution assumption: employee only about $133,281 at 4% or $88,854 at 6%; with 50% employer match about $88,854 at 4% or $59,236 at 6%; with 100% employer match about $66,640 at 4% or $44,427 at 6%.
Savings Bank Employees Groupinsurance Fundmiddlesex Savings Bank-358---
MIDDLESEX SAVINGS BANK SECTION 125 PREMIUM CONVERSION PLAN-133---
20033371$9,486,639$1,758,606$4,740iApproximate average salary by contribution assumption: employee only about $118,504 at 4% or $79,003 at 6%; with 50% employer match about $79,003 at 4% or $52,669 at 6%; with 100% employer match about $59,252 at 4% or $39,501 at 6%.
Sbera 401 K Plan as Adopted by Middlesex Savings Bank-371$9,486,639$1,758,606$4,740iApproximate average salary by contribution assumption: employee only about $118,504 at 4% or $79,003 at 6%; with 50% employer match about $79,003 at 4% or $52,669 at 6%; with 100% employer match about $59,252 at 4% or $39,501 at 6%.
Savings Bank Employees Groupinsurance Fundmiddlesex Savings Bank-344---
SBERA PENSION PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK-306---
20023349$6,311,732$1,618,174$4,637iApproximate average salary by contribution assumption: employee only about $115,915 at 4% or $77,277 at 6%; with 50% employer match about $77,277 at 4% or $51,518 at 6%; with 100% employer match about $57,958 at 4% or $38,638 at 6%.
Sbera 401 K Plan as Adopted by Middlesex Savings Bank-349$6,311,732$1,618,174$4,637iApproximate average salary by contribution assumption: employee only about $115,915 at 4% or $77,277 at 6%; with 50% employer match about $77,277 at 4% or $51,518 at 6%; with 100% employer match about $57,958 at 4% or $38,638 at 6%.
Savings Bank Employees Groupinsurance Fundmiddlesex Savings Bank-332---
SBERA PENSION PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK-288---
20014358$6,096,218$1,183,057$3,305iApproximate average salary by contribution assumption: employee only about $82,616 at 4% or $55,077 at 6%; with 50% employer match about $55,077 at 4% or $36,718 at 6%; with 100% employer match about $41,308 at 4% or $27,539 at 6%.
Sbera 401 K Plan as Adopted by Middlesex Savings Bank-313$6,096,218$1,183,057$3,780iApproximate average salary by contribution assumption: employee only about $94,493 at 4% or $62,996 at 6%; with 50% employer match about $62,996 at 4% or $41,997 at 6%; with 100% employer match about $47,247 at 4% or $31,498 at 6%.
Savings Bank Employees Groupinsurance Fundmiddlesex Savings Bank-317---
MIDDLESEX SAVINGS BANK SECTION 125 PREMIUM CONVERSION PLAN-358---
SEGRA PENSION PA AS ADOPTED BY MIDDLESEX SAVINGS BANK-256---
20002274$0$0-
Sbera 401 K Plan as Adopted by Middlesex Savings Bank-274---
SBERA PENSION PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK-229---
19992249$4,454,661$179,948$723iApproximate average salary by contribution assumption: employee only about $18,067 at 4% or $12,045 at 6%; with 50% employer match about $12,045 at 4% or $8,030 at 6%; with 100% employer match about $9,034 at 4% or $6,022 at 6%.
Sbera 401 K Plan as Adopted by Middlesex Savings Bank-238$4,454,661$179,948$756iApproximate average salary by contribution assumption: employee only about $18,902 at 4% or $12,601 at 6%; with 50% employer match about $12,601 at 4% or $8,401 at 6%; with 100% employer match about $9,451 at 4% or $6,301 at 6%.
Savings Bank Employees Groupinsurance Fundmiddlesex Savings Bank-249---