Berkshire Farm Center 403(B) Plan — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Berkshire Farm Center 403(B) Plan (EIN 14-1368125) is a plan sponsor located in Canaan, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
14-1368125
Location
Canaan, NY
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$85,283,203
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$85,283,203

Contributions & income

Employer contributions
$1,050,153
Participant contributions
$704,708
Total income / additions
$17,243,142

Expenses & distributions

Benefits paid / distributions
$3,927,072
Total expenses
$4,233,205
Net increase / (decrease)
$13,009,937

Coverage

Total reported participants
2,229
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Berkshire Farm Center 403(B) Plan plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Pension Plan Of Berkshire Farm Center And Services For Youth001987$78,099,5412023
403(B) Thrift Plan Of Berkshire Farm Center & Services For Youth002628$7,183,6622023
Berkshire Farm Center And Services For Youth Group Health And Welfare Benefit Plan505614not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Berkshire Farm Center 403(B) Plan
YearPlanParticipantsSchedulesFiling
2023Pension Plan Of Berkshire Farm Center And Services For Youth987H, C20250611140535NAL0046215730001
2023Berkshire Farm Center And Services For Youth Group Health And Welfare Benefit Plan61420250804121427NAL0000965857001
2023403(B) Thrift Plan Of Berkshire Farm Center & Services For Youth628H, C20251030145455NAL0004829842001

Related Form 5500 pages