SBERA 401(K) PLAN AS ADOPTED BY CAPE ANN SAVINGS

[ EIN: 04-1148820 | Plan No. 002 ]

Form 5500 filing classifies SBERA 401(K) PLAN AS ADOPTED BY CAPE ANN SAVINGS as a 401(k) plan, sponsored by CAPE ANN SAVINGS BANK. The plan is a Large Plan with 107 participants and total assets of $12,570,257 reported for the 2024 plan year.

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Plan Sponsor: CAPE ANN SAVINGS BANK

Location: 109 MAIN STREET, GLOUCESTER, MA 01930

EIN: 041148820

Plan Number: 002

Plan Year: 2024

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 107

Total Assets: $12,570,257

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