Civic Intelligence

SOUTHBRINGE SAVINGS BANK

Plan context: Sbera 401(K) Plan as Adopted by Southbridge Savings Bank

EIN 26-3580136 • Southbridge, MA • 35 filings • 11 plans

253 Main StreetSouthbridge, MA 01550
Current Snapshot

Latest Year

2016

2016 Participants

104

2016 Assets

$7,925,034

2016 Contributions

$726,421

Historical Graphs

Total Assets Over Time

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

$14,020,249$7,010,125$0200820122016YearValue
$7,925,034Latest year 2016

Participants Over Time

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

136680200720122016YearValue
104Latest 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
20164104$7,925,034$726,421$6,985iApproximate average salary by contribution assumption: employee only about $174,620 at 4% or $116,414 at 6%; with 50% employer match about $116,414 at 4% or $77,609 at 6%; with 100% employer match about $87,310 at 4% or $58,207 at 6%.
Sbera 401(K) Plan as Adopted by Southbridge Savings Bank-104$7,925,034$726,421$6,985iApproximate average salary by contribution assumption: employee only about $174,620 at 4% or $116,414 at 6%; with 50% employer match about $116,414 at 4% or $77,609 at 6%; with 100% employer match about $87,310 at 4% or $58,207 at 6%.
Cornerstone Bank Health and Welfare Plan-104---
Southbridge Savings Bank Group Long Term Disability-104---
Sun Life Life Insurance Plan Southbridge Savings Bank-104---
20154108$13,026,654$1,242,814$11,508iApproximate average salary by contribution assumption: employee only about $287,688 at 4% or $191,792 at 6%; with 50% employer match about $191,792 at 4% or $127,862 at 6%; with 100% employer match about $143,844 at 4% or $95,896 at 6%.
Sbera 401(K) Plan as Adopted by Southbridge Savings Bank-108$6,769,144$557,814$5,165iApproximate average salary by contribution assumption: employee only about $129,124 at 4% or $86,082 at 6%; with 50% employer match about $86,082 at 4% or $57,388 at 6%; with 100% employer match about $64,562 at 4% or $43,041 at 6%.
SBERA PENSION PLAN AS ADOPTED BY SOUTHBRIDGE SAVINGS BANK-49$6,257,510$685,000$13,980iApproximate average salary by contribution assumption: employee only about $349,490 at 4% or $232,993 at 6%; with 50% employer match about $232,993 at 4% or $155,329 at 6%; with 100% employer match about $174,745 at 4% or $116,497 at 6%.
Southbridge Savings Bank Group Long Term Disability-90---
Sun Life Life Insurance Plan Southbridge Savings Bank-90---
20144108$12,054,650$1,252,914$11,601iApproximate average salary by contribution assumption: employee only about $290,026 at 4% or $193,351 at 6%; with 50% employer match about $193,351 at 4% or $128,901 at 6%; with 100% employer match about $145,013 at 4% or $96,675 at 6%.
Sbera 401(K) Plan as Adopted by Southbridge Savings Bank-108$6,664,670$545,914$5,055iApproximate average salary by contribution assumption: employee only about $126,369 at 4% or $84,246 at 6%; with 50% employer match about $84,246 at 4% or $56,164 at 6%; with 100% employer match about $63,184 at 4% or $42,123 at 6%.
SBERA PENSION PLAN AS ADOPTED BY SOUTHBRIDGE SAVINGS BANK-50$5,389,980$707,000$14,140iApproximate average salary by contribution assumption: employee only about $353,500 at 4% or $235,667 at 6%; with 50% employer match about $235,667 at 4% or $157,111 at 6%; with 100% employer match about $176,750 at 4% or $117,833 at 6%.
Sun Life Life Insurance Plan Southbridge Savings Bank-105---
Southbridge Savings Bank Group Long Term Disability-105---
20134121$14,020,249$655,850$5,420iApproximate average salary by contribution assumption: employee only about $135,506 at 4% or $90,337 at 6%; with 50% employer match about $90,337 at 4% or $60,225 at 6%; with 100% employer match about $67,753 at 4% or $45,169 at 6%.
Sbera 401(K) Plan as Adopted by Southbridge Savings Bank-121$7,119,325$517,402$4,276iApproximate average salary by contribution assumption: employee only about $106,901 at 4% or $71,267 at 6%; with 50% employer match about $71,267 at 4% or $47,512 at 6%; with 100% employer match about $53,451 at 4% or $35,634 at 6%.
SBERA PENSION PLAN AS ADOPTED BY SOUTHBRIDGE SAVINGS BANK-58$6,900,924$138,448$2,387iApproximate average salary by contribution assumption: employee only about $59,676 at 4% or $39,784 at 6%; with 50% employer match about $39,784 at 4% or $26,523 at 6%; with 100% employer match about $29,838 at 4% or $19,892 at 6%.
Southbridge Savings Bank Group Long Term Disability-107---
Sun Life Life Insurance Plan Southbridge Savings Bank-107---
20124119$12,563,100$577,554$4,853iApproximate average salary by contribution assumption: employee only about $121,335 at 4% or $80,890 at 6%; with 50% employer match about $80,890 at 4% or $53,927 at 6%; with 100% employer match about $60,667 at 4% or $40,445 at 6%.
SBERA PENSION PLAN AS ADOPTED BY SOUTHBRIDGE SAVINGS BANK-64$6,843,767$146,045$2,282iApproximate average salary by contribution assumption: employee only about $57,049 at 4% or $38,033 at 6%; with 50% employer match about $38,033 at 4% or $25,355 at 6%; with 100% employer match about $28,524 at 4% or $19,016 at 6%.
Sbera 401(K) Plan as Adopted by Southbridge Savings Bank-119$5,719,333$431,509$3,626iApproximate average salary by contribution assumption: employee only about $90,653 at 4% or $60,435 at 6%; with 50% employer match about $60,435 at 4% or $40,290 at 6%; with 100% employer match about $45,327 at 4% or $30,218 at 6%.
Sun Life Life Insurance Plan Southbridge Savings Bank-106---
Southbridge Savings Bank Group Long Term Disability-106---
20114115$10,939,597$700,127$6,088iApproximate average salary by contribution assumption: employee only about $152,202 at 4% or $101,468 at 6%; with 50% employer match about $101,468 at 4% or $67,645 at 6%; with 100% employer match about $76,101 at 4% or $50,734 at 6%.
SBERA PENSION PLAN AS ADOPTED BY SOUTHBRIDGE SAVINGS BANK-71$6,056,141$226,968$3,197iApproximate average salary by contribution assumption: employee only about $79,918 at 4% or $53,279 at 6%; with 50% employer match about $53,279 at 4% or $35,519 at 6%; with 100% employer match about $39,959 at 4% or $26,639 at 6%.
Sbera 401(K) Plan as Adopted by Southbridge Savings Bank-115$4,883,456$473,159$4,114iApproximate average salary by contribution assumption: employee only about $102,861 at 4% or $68,574 at 6%; with 50% employer match about $68,574 at 4% or $45,716 at 6%; with 100% employer match about $51,430 at 4% or $34,287 at 6%.
Sun Life Life Insurance Plan Southbridge Savings Bank-103---
Southbridge Savings Bank Group Long Term Disability-103---
20104123$10,142,757$610,336$4,962iApproximate average salary by contribution assumption: employee only about $124,052 at 4% or $82,701 at 6%; with 50% employer match about $82,701 at 4% or $55,134 at 6%; with 100% employer match about $62,026 at 4% or $41,351 at 6%.
SBERA PENSION PLAN AS ADOPTED BY SOUTHBRIDGE SAVINGS BANK-80$5,389,732$202,307$2,529iApproximate average salary by contribution assumption: employee only about $63,221 at 4% or $42,147 at 6%; with 50% employer match about $42,147 at 4% or $28,098 at 6%; with 100% employer match about $31,610 at 4% or $21,074 at 6%.
Sbera 401(K) Plan as Adopted by Southbridge Savings Bank-123$4,753,025$408,029$3,317iApproximate average salary by contribution assumption: employee only about $82,933 at 4% or $55,288 at 6%; with 50% employer match about $55,288 at 4% or $36,859 at 6%; with 100% employer match about $41,466 at 4% or $27,644 at 6%.
Sun Life Life Insurance Plan Southbridge Savings Bank-103---
Southbridge Savings Bank Group Long Term Disability-103---
20094127$9,719,833$960,264$7,561iApproximate average salary by contribution assumption: employee only about $189,028 at 4% or $126,019 at 6%; with 50% employer match about $126,019 at 4% or $84,013 at 6%; with 100% employer match about $94,514 at 4% or $63,009 at 6%.
SBERA PENSION PLAN AS ADOPTED BY SOUTHBRIDGE SAVINGS BANK-85$5,348,968$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 401(K) Plan as Adopted by Southbridge Savings Bank-127$4,370,865$460,264$3,624iApproximate average salary by contribution assumption: employee only about $90,603 at 4% or $60,402 at 6%; with 50% employer match about $60,402 at 4% or $40,268 at 6%; with 100% employer match about $45,302 at 4% or $30,201 at 6%.
Southbridge Savings Bank Group Long Term Disability-104---
Sun Life Life Insurance Plan Southbridge Savings Bank-104---
20082136$3,223,623$450,337$3,311iApproximate average salary by contribution assumption: employee only about $82,783 at 4% or $55,188 at 6%; with 50% employer match about $55,188 at 4% or $36,792 at 6%; with 100% employer match about $41,391 at 4% or $27,594 at 6%.
Sbera 401(K) Plan as Adopted by Southbridge Savings Bank-136$3,223,623$450,337$3,311iApproximate average salary by contribution assumption: employee only about $82,783 at 4% or $55,188 at 6%; with 50% employer match about $55,188 at 4% or $36,792 at 6%; with 100% employer match about $41,391 at 4% or $27,594 at 6%.
Southbridge Savings Bank Group Long Term Disability-111---
20071108$0$0-
SBERA PENSION PLAN AS ADOPTED BY SOUTHBRIDGE SAVINGS BANK-108---