Plan5500

Shelburne Falls, MA Form 5500 retirement and benefit plan filings

City Form 5500 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, Shelburne Falls, MA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,494,348 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Shelburne Falls

  • 1 loaded plans hold $1.5M in reported assets across 1 sponsors.
  • The largest, Robert R. Serpe, Pc Profit Sharing Plan, holds 100% of reported Shelburne Falls plan assets.
  • Plans cover 1 participants — about 1 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$928.8KSummed across loaded plans$928,783
Total reported assets$1.5M$1,494,348
Total reported participants1
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.5M total assets
Net assets$928.8KLiabilities—
Contributions & income
Total income / additions$45.7K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$3.5K
Net increase / (decrease)$42.2K

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 Shelburne Falls, MA 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

Shelburne Falls market comparison

Largest plan share of assets100%Robert R. Serpe, Pc Profit Sharing Plan
Participants per plan1Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Shelburne Falls

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

  1. 1
    Robert R. Serpe, Pc Profit Sharing Plan$1.5M
    Robert R. Serpe, Pc · 2023

Largest plans in Shelburne Falls → · Shelburne Falls plans by participants → · Shelburne Falls plans with financial data → · Shelburne Falls plans with provider compensation → · $1B+ plans in Shelburne Falls →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Shelburne Falls, MA?
1 plan(s) reported by 1 sponsor(s) are loaded for Shelburne Falls, MA.

Related Form 5500 pages