Institution For Savings In Newburyport DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Institution For Savings In Newburyport
  • Sponsor EIN: 921546128
  • Sponsor Address: 93 STATE STREET, NEWBURYPORT, MA, 01950
  • Plan Type: DB
  • Plan Number: 001
  • Total Participants: 161
  • Total Assets: $65.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023161$65.3M$2.0M$0
2022152$49.6M$1.0M$0

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