Plan5500

West Stockbridge, 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, West Stockbridge, MA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $230,066 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 West Stockbridge

  • 1 loaded plans hold $230.1K in reported assets across 1 sponsors.
  • The largest, Campbells Shaker Mill Inn, Inc. 401(K) Plan, holds 100% of reported West Stockbridge plan assets.
  • Plans cover 2 participants — about 2 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$0Summed across loaded plans
Total reported assets$230.1K$230,066
Total reported participants2
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$230.1K total assets
Net assets$0Liabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$230.1K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)-$230.1K

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 West Stockbridge, 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

West Stockbridge market comparison

Largest plan share of assets100%Campbells Shaker Mill Inn, Inc. 401(K) Plan
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in West Stockbridge

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

  1. 1
    Campbells Shaker Mill Inn, Inc. 401(K) Plan$230.1K
    Campbells Shaker Mill Inn, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages