Middlesex Savings Bank

Massachusetts
Registered In
06/19/2009
Incorp. Date

Company Summary

Middlesex Savings Bank at 6 Main St, Natick, Ma 01760 lists John R. Heerwagen of Sudbury, MA and Peter M. Burke of Natick, MA as associates.

Registered In
Massachusetts
Incorporation Date
Registration Type
Domestic
Company Type
Savings Bank
Status
Active
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SEC | EDGAR Trellis.Law Recent News
Unknown Registered Agent
NONE, NONE, MA 00000
John R. Heerwagen President
91 ROBERT BEST RD, SUDBURY, MA 01776
Peter M. Burke Director
1 LAKEWOOD RD, NATICK, MA 01760
Arthur J. Chaves Director
SAME, SAME, MA 00000 16 CARLSON CIR, NATICK, MA 01760
Robert E. Carr Director
SAME, SAME, MA 00000 12 NANCY RD, CONCORD, MA 01742
See Document For Additional Names Director
SAME, SAME, MA 00000
William G. Wilkinson Secretary
185 WALLACE HILL RD, TOWNSEND, MA 01469
Paul M. Totino TREASURER
104 BOOTH RD, DEDHAM, MA 02026
6 MAIN ST, NATICK, MA 01760 View Map

Financial Information for Middlesex Savings Bank

Form 5500

MIDDLESEX SAVINGS BANK

6 Main Street, Natick, Ma 01760 (508) 653-0300 EIN:27-0402195 Plan Admin:Paul Van Corbach
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameMIDDLESEX SAVINGS BANK EMPLOYEE BENEFIT PLAN Plan #510 Participants BOY/EOY511 / 0 Assets BOY/EOY$0 / $0 2023 MIDDLESEX SAVINGS BANK EMPLOYEE BENEFIT PLAN - Plan #510 511 / 0 $0 / $0
2022 Plan NameSBERA PENSION PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK Plan #001 Participants BOY/EOY837 / 782 Assets BOY/EOY$138,572,796 / $142,004,616 2022 SBERA PENSION PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK - Plan #001 837 / 782 $138,572,796 / $142,004,616
2022 Plan NameSBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK Plan #002 Participants BOY/EOY688 / 696 Assets BOY/EOY$99,702,055 / $81,466,325 2022 SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK - Plan #002 688 / 696 $99,702,055 / $81,466,325
2022 Plan NameMIDDLESEX SAVINGS BANK EMPLOYEE BENEFIT PLAN Plan #510 Participants BOY/EOY539 / 0 Assets BOY/EOY$0 / $0 2022 MIDDLESEX SAVINGS BANK EMPLOYEE BENEFIT PLAN - Plan #510 539 / 0 $0 / $0
2021 Plan NameSBERA PENSION PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK Plan #001 Participants BOY/EOY846 / 837 Assets BOY/EOY$180,963,672 / $138,572,796 2021 SBERA PENSION PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK - Plan #001 846 / 837 $180,963,672 / $138,572,796
2021 Plan NameSBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK Plan #002 Participants BOY/EOY714 / 688 Assets BOY/EOY$89,352,667 / $99,702,055 2021 SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK - Plan #002 714 / 688 $89,352,667 / $99,702,055
2021 Plan NameMIDDLESEX SAVINGS BANK EMPLOYEE BENEFIT PLAN Plan #510 Participants BOY/EOY563 / 0 Assets BOY/EOY$0 / $0 2021 MIDDLESEX SAVINGS BANK EMPLOYEE BENEFIT PLAN - Plan #510 563 / 0 $0 / $0
2020 Plan NameSBERA PENSION PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK Plan #001 Participants BOY/EOY828 / 837 Assets BOY/EOY$153,460,521 / $180,963,672 2020 SBERA PENSION PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK - Plan #001 828 / 837 $153,460,521 / $180,963,672
2020 Plan NameSBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK Plan #002 Participants BOY/EOY688 / 714 Assets BOY/EOY$78,529,257 / $89,352,667 2020 SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK - Plan #002 688 / 714 $78,529,257 / $89,352,667
2020 Plan NameMIDDLESEX SAVINGS BANK EMPLOYEE BENEFIT PLAN Plan #510 Participants BOY/EOY546 / 0 Assets BOY/EOY$0 / $0 2020 MIDDLESEX SAVINGS BANK EMPLOYEE BENEFIT PLAN - Plan #510 546 / 0 $0 / $0
2019 Plan NameSBERA PENSION PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK Plan #001 Participants BOY/EOY793 / 828 Assets BOY/EOY$130,756,208 / $153,460,521 2019 SBERA PENSION PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK - Plan #001 793 / 828 $130,756,208 / $153,460,521
2019 Plan NameSBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK Plan #002 Participants BOY/EOY703 / 688 Assets BOY/EOY$64,197,862 / $78,529,257 2019 SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK - Plan #002 703 / 688 $64,197,862 / $78,529,257
2019 Plan NameMIDDLESEX SAVINGS BANK EMPLOYEE BENEFIT PLAN Plan #510 Participants BOY/EOY542 / 0 Assets BOY/EOY$0 / $0 2019 MIDDLESEX SAVINGS BANK EMPLOYEE BENEFIT PLAN - Plan #510 542 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor
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