Berkshire Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Berkshire Corporation (EIN 04-2427154) is a plan sponsor located in Great Barrington, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2427154
Location
Great Barrington, MA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,261,049
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$13,261,049

Contributions & income

Employer contributions
$293,175
Participant contributions
$904,124
Total income / additions
$2,986,291

Expenses & distributions

Benefits paid / distributions
$823,993
Total expenses
$881,164
Net increase / (decrease)
$2,105,127

Coverage

Total reported participants
304
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Largest loaded plans by reported assets

Berkshire Corporation plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Berkshire Corporation 401(K) Savings Plan001165$13,261,0492023
Berkshire Corporation Welfare Benefits Plan501139not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Berkshire Corporation
YearPlanParticipantsSchedulesFiling
2023Berkshire Corporation Welfare Benefits Plan13920240610104621NAL0026783041001
2023Berkshire Corporation 401(K) Savings Plan165H, C20241014120900NAL0013253731001

Related Form 5500 pages