2023 Form 5500 filing — Berks Community Health Center 401(K) Profit Sharing Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241206083208NAL0003693267001) for Berks Community Health Center 401(K) Profit Sharing Plan & Trust, reported by Berks Community Health Center under EIN 27-3795179 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241206083208NAL0003693267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berks Community Health Center
- EIN
- 27-3795179
- Plan number
- 001
- Location
- Reading, PA
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,197,097
- Total liabilities (EOY)
- $4,307
- Net assets (EOY)
- $2,192,790
- Employer contributions
- $50,376
- Participant contributions
- $107,156
- Total income / additions
- $467,345
- Benefits paid
- $110,326
- Administrative expenses
- $25,122
- Total expenses
- $135,448
- Net increase / (decrease)
- $331,897
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Penserv Plan Services, Inc. | RECORDKEEPER | $14,534 | not reported in the loaded dataset |
| Northeast Financial Group | INVESTMENT MANAGEMENT | $9,822 | not reported in the loaded dataset |