2023 Form 5500 filing — Bfair 403(B) 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 20241126134158NAL0005619681001) for Bfair 403(B) Plan, reported by Berkshire Family And Individual Resources, Inc. under EIN 04-3246975 and plan number 002. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241126134158NAL0005619681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berkshire Family And Individual Resources, Inc.
- EIN
- 04-3246975
- Plan number
- 002
- Location
- North Adams, MA
- Participants
- 249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,162,264
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,162,264
- Employer contributions
- $114,711
- Participant contributions
- $209,905
- Total income / additions
- $692,745
- Benefits paid
- $268,834
- Administrative expenses
- $30,458
- Total expenses
- $299,292
- Net increase / (decrease)
- $393,453
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Serv | RECORDKEEPER | $17,594 | $0 |
| Lpl Financial, LLC | OTHER | $13,364 | not reported in the loaded dataset |