Civic Intelligence

North Middlesex Savings Bank

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

EIN 04-1678010 • 34 filings • 5 plans

Current Snapshot

Latest Year

2022

2022 Participants

85

2022 Assets

$6,441,618

2022 Contributions

$488,738

Historical Graphs

Total Assets Over Time

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

$14,938,117$7,469,059$0199920092022YearValue
$6,441,618Latest year 2022

Participants Over Time

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

88440199920082022YearValue
85Latest year 2022

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
2022185$6,441,618$488,738$5,750iApproximate average salary by contribution assumption: employee only about $143,746 at 4% or $95,831 at 6%; with 50% employer match about $95,831 at 4% or $63,887 at 6%; with 100% employer match about $71,873 at 4% or $47,915 at 6%.
Sbera 401 K Plan as Adopted by North Middlesex Savings Bank-85$6,441,618$488,738$5,750iApproximate average salary by contribution assumption: employee only about $143,746 at 4% or $95,831 at 6%; with 50% employer match about $95,831 at 4% or $63,887 at 6%; with 100% employer match about $71,873 at 4% or $47,915 at 6%.
2016185$6,441,619$282,917$3,328iApproximate average salary by contribution assumption: employee only about $83,211 at 4% or $55,474 at 6%; with 50% employer match about $55,474 at 4% or $36,983 at 6%; with 100% employer match about $41,605 at 4% or $27,737 at 6%.
Sbera 401 K Plan as Adopted by North Middlesex Savings Bank-85$6,441,619$282,917$3,328iApproximate average salary by contribution assumption: employee only about $83,211 at 4% or $55,474 at 6%; with 50% employer match about $55,474 at 4% or $36,983 at 6%; with 100% employer match about $41,605 at 4% or $27,737 at 6%.
2015181$5,925,625$374,745$4,626iApproximate average salary by contribution assumption: employee only about $115,662 at 4% or $77,108 at 6%; with 50% employer match about $77,108 at 4% or $51,405 at 6%; with 100% employer match about $57,831 at 4% or $38,554 at 6%.
Sbera 401 K Plan as Adopted by North Middlesex Savings Bank-81$5,925,625$374,745$4,626iApproximate average salary by contribution assumption: employee only about $115,662 at 4% or $77,108 at 6%; with 50% employer match about $77,108 at 4% or $51,405 at 6%; with 100% employer match about $57,831 at 4% or $38,554 at 6%.
2014281$14,655,566$388,317$4,794iApproximate average salary by contribution assumption: employee only about $119,851 at 4% or $79,901 at 6%; with 50% employer match about $79,901 at 4% or $53,267 at 6%; with 100% employer match about $59,925 at 4% or $39,950 at 6%.
Sbera Pension Plan as Adopted by North Middlesex Savings Bank-64$8,796,876--
Sbera 401 K Plan as Adopted by North Middlesex Savings Bank-81$5,858,690$388,317$4,794iApproximate average salary by contribution assumption: employee only about $119,851 at 4% or $79,901 at 6%; with 50% employer match about $79,901 at 4% or $53,267 at 6%; with 100% employer match about $59,925 at 4% or $39,950 at 6%.
2013285$14,938,117$2,843,713$33,455iApproximate average salary by contribution assumption: employee only about $836,386 at 4% or $557,591 at 6%; with 50% employer match about $557,591 at 4% or $371,727 at 6%; with 100% employer match about $418,193 at 4% or $278,795 at 6%.
Sbera Pension Plan as Adopted by North Middlesex Savings Bank-73$9,238,823$2,000,000$27,397iApproximate average salary by contribution assumption: employee only about $684,932 at 4% or $456,621 at 6%; with 50% employer match about $456,621 at 4% or $304,414 at 6%; with 100% employer match about $342,466 at 4% or $228,311 at 6%.
Sbera 401 K Plan as Adopted by North Middlesex Savings Bank-85$5,699,294$843,713$9,926iApproximate average salary by contribution assumption: employee only about $248,151 at 4% or $165,434 at 6%; with 50% employer match about $165,434 at 4% or $110,289 at 6%; with 100% employer match about $124,075 at 4% or $82,717 at 6%.
2012279$11,689,917$782,726$9,908iApproximate average salary by contribution assumption: employee only about $247,698 at 4% or $165,132 at 6%; with 50% employer match about $165,132 at 4% or $110,088 at 6%; with 100% employer match about $123,849 at 4% or $82,566 at 6%.
Sbera Pension Plan as Adopted by North Middlesex Savings Bank-74$7,347,352$525,000$7,095iApproximate average salary by contribution assumption: employee only about $177,365 at 4% or $118,243 at 6%; with 50% employer match about $118,243 at 4% or $78,829 at 6%; with 100% employer match about $88,682 at 4% or $59,122 at 6%.
Sbera 401 K Plan as Adopted by North Middlesex Savings Bank-79$4,342,565$257,726$3,262iApproximate average salary by contribution assumption: employee only about $81,559 at 4% or $54,373 at 6%; with 50% employer match about $54,373 at 4% or $36,248 at 6%; with 100% employer match about $40,779 at 4% or $27,186 at 6%.
2011274$10,515,423$289,316$3,910iApproximate average salary by contribution assumption: employee only about $97,742 at 4% or $65,161 at 6%; with 50% employer match about $65,161 at 4% or $43,441 at 6%; with 100% employer match about $48,871 at 4% or $32,581 at 6%.
Sbera Pension Plan as Adopted by North Middlesex Savings Bank-74$6,782,461--
Sbera 401 K Plan as Adopted by North Middlesex Savings Bank-71$3,732,962$289,316$4,075iApproximate average salary by contribution assumption: employee only about $101,872 at 4% or $67,915 at 6%; with 50% employer match about $67,915 at 4% or $45,276 at 6%; with 100% employer match about $50,936 at 4% or $33,957 at 6%.
2010277$10,108,331$294,932$3,830iApproximate average salary by contribution assumption: employee only about $95,757 at 4% or $63,838 at 6%; with 50% employer match about $63,838 at 4% or $42,559 at 6%; with 100% employer match about $47,879 at 4% or $31,919 at 6%.
Sbera Pension Plan as Adopted by North Middlesex Savings Bank-72$6,392,561--
Sbera 401 K Plan as Adopted by North Middlesex Savings Bank-77$3,715,770$294,932$3,830iApproximate average salary by contribution assumption: employee only about $95,757 at 4% or $63,838 at 6%; with 50% employer match about $63,838 at 4% or $42,559 at 6%; with 100% employer match about $47,879 at 4% or $31,919 at 6%.
2009285$9,689,239$415,866$4,893iApproximate average salary by contribution assumption: employee only about $122,314 at 4% or $81,542 at 6%; with 50% employer match about $81,542 at 4% or $54,362 at 6%; with 100% employer match about $61,157 at 4% or $40,771 at 6%.
Sbera Pension Plan as Adopted by North Middlesex Savings Bank-78$6,334,384--
Sbera 401 K Plan as Adopted by North Middlesex Savings Bank-85$3,354,855$415,866$4,893iApproximate average salary by contribution assumption: employee only about $122,314 at 4% or $81,542 at 6%; with 50% employer match about $81,542 at 4% or $54,362 at 6%; with 100% employer match about $61,157 at 4% or $40,771 at 6%.
2008181$2,539,250$391,265$4,830iApproximate average salary by contribution assumption: employee only about $120,761 at 4% or $80,507 at 6%; with 50% employer match about $80,507 at 4% or $53,671 at 6%; with 100% employer match about $60,380 at 4% or $40,254 at 6%.
Sbera 401 K Plan as Adopted by North Middlesex Savings Bank-81$2,539,250$391,265$4,830iApproximate average salary by contribution assumption: employee only about $120,761 at 4% or $80,507 at 6%; with 50% employer match about $80,507 at 4% or $53,671 at 6%; with 100% employer match about $60,380 at 4% or $40,254 at 6%.
2007288$0$0-
Sbera Pension Plan as Adopted by North Middlesex Savings Bank-75---
Sbera 401 K Plan as Adopted by North Middlesex Savings Bank-88---
2006283$2,517,503$341,859$4,119iApproximate average salary by contribution assumption: employee only about $102,970 at 4% or $68,646 at 6%; with 50% employer match about $68,646 at 4% or $45,764 at 6%; with 100% employer match about $51,485 at 4% or $34,323 at 6%.
Sbera 401 K Plan as Adopted by North Middlesex Savings Bank-78$2,517,503$341,859$4,383iApproximate average salary by contribution assumption: employee only about $109,570 at 4% or $73,047 at 6%; with 50% employer match about $73,047 at 4% or $48,698 at 6%; with 100% employer match about $54,785 at 4% or $36,523 at 6%.
Sbera Pension Plan as Adopted by North Middlesex Savings Bank-83---
2005278$1,954,396$307,201$3,938iApproximate average salary by contribution assumption: employee only about $98,462 at 4% or $65,641 at 6%; with 50% employer match about $65,641 at 4% or $43,761 at 6%; with 100% employer match about $49,231 at 4% or $32,821 at 6%.
Sbera 401 K Plan as Adopted by North Middlesex Savings Bank-78$1,954,396$307,201$3,938iApproximate average salary by contribution assumption: employee only about $98,462 at 4% or $65,641 at 6%; with 50% employer match about $65,641 at 4% or $43,761 at 6%; with 100% employer match about $49,231 at 4% or $32,821 at 6%.
Sbera Pension Plan as Adopted by North Middlesex Savings Bank-73---
2004277$5,515,319$784,416$10,187iApproximate average salary by contribution assumption: employee only about $254,681 at 4% or $169,787 at 6%; with 50% employer match about $169,787 at 4% or $113,191 at 6%; with 100% employer match about $127,340 at 4% or $84,894 at 6%.
Sbera Pension Plan as Adopted by North Middlesex Savings Bank-77$3,823,654$446,390$5,797iApproximate average salary by contribution assumption: employee only about $144,932 at 4% or $96,621 at 6%; with 50% employer match about $96,621 at 4% or $64,414 at 6%; with 100% employer match about $72,466 at 4% or $48,311 at 6%.
Sbera 401 K Plan as Adopted by North Middlesex Savings Bank-73$1,691,665$338,026$4,630iApproximate average salary by contribution assumption: employee only about $115,762 at 4% or $77,175 at 6%; with 50% employer match about $77,175 at 4% or $51,450 at 6%; with 100% employer match about $57,881 at 4% or $38,587 at 6%.
2003267$1,297,397$256,605$3,830iApproximate average salary by contribution assumption: employee only about $95,748 at 4% or $63,832 at 6%; with 50% employer match about $63,832 at 4% or $42,555 at 6%; with 100% employer match about $47,874 at 4% or $31,916 at 6%.
Sbera 401 K Plan as Adopted by North Middlesex Savings Bank-63$1,297,397$256,605$4,073iApproximate average salary by contribution assumption: employee only about $101,827 at 4% or $67,885 at 6%; with 50% employer match about $67,885 at 4% or $45,257 at 6%; with 100% employer match about $50,914 at 4% or $33,942 at 6%.
Sbera Pension Plan as Adopted by North Middlesex Savings Bank-67---
2002263$882,828$253,665$4,026iApproximate average salary by contribution assumption: employee only about $100,661 at 4% or $67,107 at 6%; with 50% employer match about $67,107 at 4% or $44,738 at 6%; with 100% employer match about $50,330 at 4% or $33,554 at 6%.
Sbera 401 K Plan as Adopted by North Middlesex Savings Bank-63$882,828$253,665$4,026iApproximate average salary by contribution assumption: employee only about $100,661 at 4% or $67,107 at 6%; with 50% employer match about $67,107 at 4% or $44,738 at 6%; with 100% employer match about $50,330 at 4% or $33,554 at 6%.
Sbera Pension Plan as Adopted by North Middlesex Savings Bank-61---
2001263$855,880$182,579$2,898iApproximate average salary by contribution assumption: employee only about $72,452 at 4% or $48,301 at 6%; with 50% employer match about $48,301 at 4% or $32,201 at 6%; with 100% employer match about $36,226 at 4% or $24,151 at 6%.
Sbera 401 K Plan as Adopted by North Middlesex Savings Bank-56$855,880$182,579$3,260iApproximate average salary by contribution assumption: employee only about $81,508 at 4% or $54,339 at 6%; with 50% employer match about $54,339 at 4% or $36,226 at 6%; with 100% employer match about $40,754 at 4% or $27,169 at 6%.
Sbera Pension Plan as Adopted by North Middlesex Savings Bank-63---
2000250$739,276$165,937$3,319iApproximate average salary by contribution assumption: employee only about $82,969 at 4% or $55,312 at 6%; with 50% employer match about $55,312 at 4% or $36,875 at 6%; with 100% employer match about $41,484 at 4% or $27,656 at 6%.
Sbera 401 K Plan as Adopted by North Middlesex Savings Bank-50$739,276$165,937$3,319iApproximate average salary by contribution assumption: employee only about $82,969 at 4% or $55,312 at 6%; with 50% employer match about $55,312 at 4% or $36,875 at 6%; with 100% employer match about $41,484 at 4% or $27,656 at 6%.
Sbera Pension Plan as Adopted by North Middlesex Savings Bank-49---
1999248$2,960,150$176,688$3,681iApproximate average salary by contribution assumption: employee only about $92,025 at 4% or $61,350 at 6%; with 50% employer match about $61,350 at 4% or $40,900 at 6%; with 100% employer match about $46,013 at 4% or $30,675 at 6%.
Sbera Pension Plan as Adopted by North Middlesex Savings Bank-48$2,341,812$148,732$3,099iApproximate average salary by contribution assumption: employee only about $77,465 at 4% or $51,643 at 6%; with 50% employer match about $51,643 at 4% or $34,429 at 6%; with 100% employer match about $38,732 at 4% or $25,822 at 6%.
Sbera 401 K Plan as Adopted by North Middlesex Savings Bank-28$618,338$27,956$998iApproximate average salary by contribution assumption: employee only about $24,961 at 4% or $16,640 at 6%; with 50% employer match about $16,640 at 4% or $11,094 at 6%; with 100% employer match about $12,480 at 4% or $8,320 at 6%.