2023 Form 5500 filing — Hillcrest Farm Money Purchase Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240627093149NAL0014125024002) for Hillcrest Farm Money Purchase Pension Plan, reported by Cynthia Bertrand under EIN 26-1597558 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240627093149NAL0014125024002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cynthia Bertrand
- EIN
- 26-1597558
- Plan number
- 001
- Location
- Auburn, MA
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $945,395
- Net assets (EOY)
- $945,395
- Total income / additions
- $181,310
- Administrative expenses
- $12
- Total expenses
- $12
- Net increase / (decrease)
- $181,298
- Schedule source
- Schedule I