2023 Form 5500 filing — 403(B) Thrift Plan Of Berkshire Farm Center & Services For Youth
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 20251030145455NAL0004829842001) for 403(B) Thrift Plan Of Berkshire Farm Center & Services For Youth, reported by Berkshire Farm Center 403(B) Plan under EIN 14-1368125 and plan number 002. It reports 628 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251030145455NAL0004829842001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berkshire Farm Center 403(B) Plan
- EIN
- 14-1368125
- Plan number
- 002
- Location
- Canaan, NY
- Participants
- 628
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,183,662
- Net assets (EOY)
- $7,183,662
- Employer contributions
- $600,153
- Participant contributions
- $643,066
- Total income / additions
- $2,052,664
- Benefits paid
- $327,844
- Administrative expenses
- $7,826
- Total expenses
- $335,670
- Net increase / (decrease)
- $1,716,994
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Life Insurance Co | RECORDKEEPER | $7,826 | $0 |