Civic Intelligence

Dukes County Savings Bank

Plan context: Sbera Pension Plan as Adopted by Dukes County Savings Bank

EIN 04-2188463 • 33 filings • 7 plans

Current Snapshot

Latest Year

2018

2018 Participants

95

2018 Assets

$16,481,086

2018 Contributions

$1,900,000

Historical Graphs

Total Assets Over Time

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

$16,481,086$8,240,543$0199920102018YearValue
$16,481,086Latest year 2018

Participants Over Time

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

95480199920092018YearValue
95Latest year 2018

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
2018195$16,481,086$1,900,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Sbera Pension Plan as Adopted by Dukes County Savings Bank-95$16,481,086$1,900,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
2017191$13,471,856$3,000,000$32,967iApproximate average salary by contribution assumption: employee only about $824,176 at 4% or $549,451 at 6%; with 50% employer match about $549,451 at 4% or $366,300 at 6%; with 100% employer match about $412,088 at 4% or $274,725 at 6%.
Sbera Pension Plan as Adopted by Dukes County Savings Bank-91$13,471,856$3,000,000$32,967iApproximate average salary by contribution assumption: employee only about $824,176 at 4% or $549,451 at 6%; with 50% employer match about $549,451 at 4% or $366,300 at 6%; with 100% employer match about $412,088 at 4% or $274,725 at 6%.
2016179$10,734,000$1,500,000$18,987iApproximate average salary by contribution assumption: employee only about $474,684 at 4% or $316,456 at 6%; with 50% employer match about $316,456 at 4% or $210,970 at 6%; with 100% employer match about $237,342 at 4% or $158,228 at 6%.
Sbera Pension Plan as Adopted by Dukes County Savings Bank-79$10,734,000$1,500,000$18,987iApproximate average salary by contribution assumption: employee only about $474,684 at 4% or $316,456 at 6%; with 50% employer match about $316,456 at 4% or $210,970 at 6%; with 100% employer match about $237,342 at 4% or $158,228 at 6%.
2015171$8,920,301$2,375,000$33,451iApproximate average salary by contribution assumption: employee only about $836,268 at 4% or $557,512 at 6%; with 50% employer match about $557,512 at 4% or $371,674 at 6%; with 100% employer match about $418,134 at 4% or $278,756 at 6%.
Sbera Pension Plan as Adopted by Dukes County Savings Bank-71$8,920,301$2,375,000$33,451iApproximate average salary by contribution assumption: employee only about $836,268 at 4% or $557,512 at 6%; with 50% employer match about $557,512 at 4% or $371,674 at 6%; with 100% employer match about $418,134 at 4% or $278,756 at 6%.
2014184$6,616,648$0-
Sbera Pension Plan as Adopted by Dukes County Savings Bank-84$6,616,648--
2013190$6,877,630$1,000,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
Sbera Pension Plan as Adopted by Dukes County Savings Bank-90$6,877,630$1,000,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
2012178$5,746,327$0-
Sbera Pension Plan as Adopted by Dukes County Savings Bank-78$5,746,327--
2011178$5,050,636$700,000$8,974iApproximate average salary by contribution assumption: employee only about $224,359 at 4% or $149,573 at 6%; with 50% employer match about $149,573 at 4% or $99,715 at 6%; with 100% employer match about $112,179 at 4% or $74,786 at 6%.
Sbera Pension Plan as Adopted by Dukes County Savings Bank-78$5,050,636$700,000$8,974iApproximate average salary by contribution assumption: employee only about $224,359 at 4% or $149,573 at 6%; with 50% employer match about $149,573 at 4% or $99,715 at 6%; with 100% employer match about $112,179 at 4% or $74,786 at 6%.
2010185$4,785,814$500,000$5,882iApproximate average salary by contribution assumption: employee only about $147,059 at 4% or $98,039 at 6%; with 50% employer match about $98,039 at 4% or $65,359 at 6%; with 100% employer match about $73,529 at 4% or $49,020 at 6%.
Sbera Pension Plan as Adopted by Dukes County Savings Bank-85$4,785,814$500,000$5,882iApproximate average salary by contribution assumption: employee only about $147,059 at 4% or $98,039 at 6%; with 50% employer match about $98,039 at 4% or $65,359 at 6%; with 100% employer match about $73,529 at 4% or $49,020 at 6%.
2009182$4,311,813$500,000$6,098iApproximate average salary by contribution assumption: employee only about $152,439 at 4% or $101,626 at 6%; with 50% employer match about $101,626 at 4% or $67,751 at 6%; with 100% employer match about $76,220 at 4% or $50,813 at 6%.
Sbera Pension Plan as Adopted by Dukes County Savings Bank-82$4,311,813$500,000$6,098iApproximate average salary by contribution assumption: employee only about $152,439 at 4% or $101,626 at 6%; with 50% employer match about $101,626 at 4% or $67,751 at 6%; with 100% employer match about $76,220 at 4% or $50,813 at 6%.
200810$0$0-
Sbera 401 K Plan as Adopted by Dukes County Savings Bank-0---
2007278$0$0-
Sbera Pension Plan as Adopted by Dukes County Savings Bank-78---
Sbera 401 K Plan as Adopted by Dukes County Savings Bank-65---
2006270$7,045,434$314,569$4,494iApproximate average salary by contribution assumption: employee only about $112,346 at 4% or $74,897 at 6%; with 50% employer match about $74,897 at 4% or $49,932 at 6%; with 100% employer match about $56,173 at 4% or $37,449 at 6%.
Sbera Pension Plan as Adopted by Dukes County Savings Bank-52$4,085,851--
Sbera 401 K Plan as Adopted by Dukes County Savings Bank-70$2,959,583$314,569$4,494iApproximate average salary by contribution assumption: employee only about $112,346 at 4% or $74,897 at 6%; with 50% employer match about $74,897 at 4% or $49,932 at 6%; with 100% employer match about $56,173 at 4% or $37,449 at 6%.
2005246$7,349,943$292,389$6,356iApproximate average salary by contribution assumption: employee only about $158,907 at 4% or $105,938 at 6%; with 50% employer match about $105,938 at 4% or $70,625 at 6%; with 100% employer match about $79,454 at 4% or $52,969 at 6%.
Sbera Pension Plan as Adopted by Dukes County Savings Bank-46$4,735,336$77,969$1,695iApproximate average salary by contribution assumption: employee only about $42,374 at 4% or $28,250 at 6%; with 50% employer match about $28,250 at 4% or $18,833 at 6%; with 100% employer match about $21,187 at 4% or $14,125 at 6%.
Sbera 401 K Plan as Adopted by Dukes County Savings Bank-43$2,614,607$214,420$4,987iApproximate average salary by contribution assumption: employee only about $124,663 at 4% or $83,109 at 6%; with 50% employer match about $83,109 at 4% or $55,406 at 6%; with 100% employer match about $62,331 at 4% or $41,554 at 6%.
2004248$6,385,861$377,364$7,862iApproximate average salary by contribution assumption: employee only about $196,544 at 4% or $131,029 at 6%; with 50% employer match about $131,029 at 4% or $87,353 at 6%; with 100% employer match about $98,272 at 4% or $65,515 at 6%.
Sbera Pension Plan as Adopted by Dukes County Savings Bank-42$4,100,581$202,012$4,810iApproximate average salary by contribution assumption: employee only about $120,245 at 4% or $80,163 at 6%; with 50% employer match about $80,163 at 4% or $53,442 at 6%; with 100% employer match about $60,123 at 4% or $40,082 at 6%.
Sbera 401 K Plan as Adopted by Dukes County Savings Bank-48$2,285,280$175,352$3,653iApproximate average salary by contribution assumption: employee only about $91,329 at 4% or $60,886 at 6%; with 50% employer match about $60,886 at 4% or $40,591 at 6%; with 100% employer match about $45,665 at 4% or $30,443 at 6%.
2003254$5,849,527$362,165$6,707iApproximate average salary by contribution assumption: employee only about $167,669 at 4% or $111,779 at 6%; with 50% employer match about $111,779 at 4% or $74,520 at 6%; with 100% employer match about $83,834 at 4% or $55,890 at 6%.
Sbera Pension Plan as Adopted by Dukes County Savings Bank-48$3,688,588$196,924$4,103iApproximate average salary by contribution assumption: employee only about $102,565 at 4% or $68,376 at 6%; with 50% employer match about $68,376 at 4% or $45,584 at 6%; with 100% employer match about $51,282 at 4% or $34,188 at 6%.
Sbera 401 K Plan as Adopted by Dukes County Savings Bank-54$2,160,939$165,241$3,060iApproximate average salary by contribution assumption: employee only about $76,500 at 4% or $51,000 at 6%; with 50% employer match about $51,000 at 4% or $34,000 at 6%; with 100% employer match about $38,250 at 4% or $25,500 at 6%.
2002357$1,758,691$159,040$2,790iApproximate average salary by contribution assumption: employee only about $69,754 at 4% or $46,503 at 6%; with 50% employer match about $46,503 at 4% or $31,002 at 6%; with 100% employer match about $34,877 at 4% or $23,251 at 6%.
Sbera 401 K Plan as Adopted by Dukes County Savings Bank-57$1,758,691$159,040$2,790iApproximate average salary by contribution assumption: employee only about $69,754 at 4% or $46,503 at 6%; with 50% employer match about $46,503 at 4% or $31,002 at 6%; with 100% employer match about $34,877 at 4% or $23,251 at 6%.
Sbera Pension Plan as Adopted by Dukes County Savings Bank-50---
Dukes County Savings Bank Section 125 Premium Conversion Plan-17---
2001355$1,866,695$157,025$2,855iApproximate average salary by contribution assumption: employee only about $71,375 at 4% or $47,583 at 6%; with 50% employer match about $47,583 at 4% or $31,722 at 6%; with 100% employer match about $35,688 at 4% or $23,792 at 6%.
Sbera 401 K Plan as Adopted by Dukes County Savings Bank-55$1,866,695$157,025$2,855iApproximate average salary by contribution assumption: employee only about $71,375 at 4% or $47,583 at 6%; with 50% employer match about $47,583 at 4% or $31,722 at 6%; with 100% employer match about $35,688 at 4% or $23,792 at 6%.
Dukes County Savings Bank Section 125 Premium Conversion Plan-14---
Sbera Pension Plan as Adopted by Dukes County Savings Bank-51---
2000353$1,828,102$138,351$2,610iApproximate average salary by contribution assumption: employee only about $65,260 at 4% or $43,507 at 6%; with 50% employer match about $43,507 at 4% or $29,004 at 6%; with 100% employer match about $32,630 at 4% or $21,753 at 6%.
Sbera 401 K Plan as Adopted by Dukes County Savings Bank-53$1,828,102$138,351$2,610iApproximate average salary by contribution assumption: employee only about $65,260 at 4% or $43,507 at 6%; with 50% employer match about $43,507 at 4% or $29,004 at 6%; with 100% employer match about $32,630 at 4% or $21,753 at 6%.
Sbera Pension Plan as Adopted by Dukes County Savings Bank-50---
Dukes County Savings Bank Section 125 Premium Conversion Plan-18---
1999347$4,184,091$171,578$3,651iApproximate average salary by contribution assumption: employee only about $91,265 at 4% or $60,843 at 6%; with 50% employer match about $60,843 at 4% or $40,562 at 6%; with 100% employer match about $45,632 at 4% or $30,422 at 6%.
Sbera Pension Plan as Adopted by Dukes County Savings Bank-47$2,930,662$141,232$3,005iApproximate average salary by contribution assumption: employee only about $75,123 at 4% or $50,082 at 6%; with 50% employer match about $50,082 at 4% or $33,388 at 6%; with 100% employer match about $37,562 at 4% or $25,041 at 6%.
Sbera 401 K Plan as Adopted by Dukes County Savings Bank-46$1,253,429$30,346$660iApproximate average salary by contribution assumption: employee only about $16,492 at 4% or $10,995 at 6%; with 50% employer match about $10,995 at 4% or $7,330 at 6%; with 100% employer match about $8,246 at 4% or $5,497 at 6%.
Dukes County Savings Bank Section 125 Premium Conversion Plan-17---