How many benefit plans does M Bernstein Insurance Agency, Inc. report on Form 5500?

M Bernstein Insurance Agency, Inc. (EIN 83-2060412) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for M Bernstein Insurance Agency, Inc.?

The Employer Identification Number (EIN) reported for M Bernstein Insurance Agency, Inc. is 83-2060412.

What is the latest Form 5500 filing year for M Bernstein Insurance Agency, Inc.?

The latest loaded Form 5500 filing year for M Bernstein Insurance Agency, Inc. is 2023.

M Bernstein Insurance Agency, Inc. — 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, M Bernstein Insurance Agency, Inc. (EIN 83-2060412) is a plan sponsor located in Longmeadow, MA 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: 83-2060412
Location: Longmeadow, MA
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for M Bernstein Insurance Agency, Inc.

1 loaded plans hold $79.9K in reported assets.
The largest, M Bernstein Insurance Agency, Inc. 401k Profit Sharing Plan, holds 100% of this company's reported plan assets.
Plans cover 1 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$79.9KSummed across loaded plans$79,872

Total reported assets$79.9K$79,872

Total reported participants1

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$79.9K total assets

Net assets$79.9KLiabilities—

Contributions & income

Total income / additions$59.6K

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$0

Net increase / (decrease)$59.6K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%M Bernstein Insurance Agency, Inc. 401k Profit Sharing Plan

Participants per plan1Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
M Bernstein Insurance Agency, Inc. 401k Profit Sharing Plan$79.9K
Plan #001 · 1 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for M Bernstein Insurance Agency, Inc.. Open one for its full reported snapshot.

2023
M Bernstein Insurance Agency, Inc. 401k Profit Sharing Plan1 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does M Bernstein Insurance Agency, Inc. report on Form 5500?: M Bernstein Insurance Agency, Inc. (EIN 83-2060412) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for M Bernstein Insurance Agency, Inc.?: The Employer Identification Number (EIN) reported for M Bernstein Insurance Agency, Inc. is 83-2060412.
What is the latest Form 5500 filing year for M Bernstein Insurance Agency, Inc.?: The latest loaded Form 5500 filing year for M Bernstein Insurance Agency, Inc. is 2023.