Hillcrest Farm Money Purchase Pension Plan — Form 5500 plan (Cynthia Bertrand)
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, Hillcrest Farm Money Purchase Pension Plan is a benefit plan reported by Cynthia Bertrand under EIN 26-1597558 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $945,395 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cynthia Bertrand
- EIN
- 26-1597558
- Plan number
- 001
- Plan type
- 2
- Location
- Auburn, MA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $945,395
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240627093149NAL0014125024002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $945,395
- Net assets (EOY)
- $945,395
- Net assets (BOY)
- $764,097
Income & contributions
- Total income / additions
- $181,310
Expenses & distributions
- Administrative expenses
- $12
- Total expenses
- $12
- Net increase / (decrease)
- $181,298
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.