403(B) Thrift Plan Of Berkshire Farm Center & Services For Youth — Form 5500 plan (Berkshire Farm Center 403(B) Plan)

Plain-English plan 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, 403(B) Thrift Plan Of Berkshire Farm Center & Services For Youth is a benefit plan reported by Berkshire Farm Center 403(B) Plan under EIN 14-1368125 and plan number 002. The latest loaded filing year is 2023. The filing reports 628 participants and $7,183,662 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Berkshire Farm Center 403(B) Plan
EIN
14-1368125
Plan number
002
Plan type
2
Location
Canaan, NY
Latest filing year
2023
Participants
628
End-of-year plan assets
$7,183,662

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023628H, C20251030145455NAL0004829842001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,183,662
Net assets (EOY)
$7,183,662
Net assets (BOY)
$5,466,668

Income & contributions

Employer contributions
$600,153
Participant contributions
$643,066
Total contributions
$1,319,161
Total income / additions
$2,052,664

Expenses & distributions

Benefits paid
$327,844
Administrative expenses
$7,826
Total expenses
$335,670
Net increase / (decrease)
$1,716,994

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Life Insurance CoRECORDKEEPER$7,826$02023

Related Form 5500 pages