Plan5500

Bfair 403(B) Plan — Form 5500 plan (Berkshire Family And Individual Resources, Inc.)

Plain-English plan 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, Bfair 403(B) Plan is a benefit plan reported by Berkshire Family And Individual Resources, Inc. under EIN 04-3246975 and plan number 002. The latest loaded filing year is 2023. The filing reports 249 participants and $3,162,264 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Berkshire Family And Individual Resources, Inc.
EIN
04-3246975
Plan number
002
Plan type
2
Location
North Adams, MA
Latest filing year
2023
Participants
249
End-of-year plan assets
$3,162,264

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023249H, C20241126134158NAL0005619681001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,162,264
Total liabilities (EOY)
$0
Net assets (EOY)
$3,162,264
Net assets (BOY)
$2,768,811

Income & contributions

Employer contributions
$114,711
Participant contributions
$209,905
Total contributions
$324,616
Total income / additions
$692,745

Expenses & distributions

Benefits paid
$268,834
Administrative expenses
$30,458
Total expenses
$299,292
Net increase / (decrease)
$393,453

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan ServRECORDKEEPER$17,594$02023
Lpl Financial, LLCOTHER$13,364not reported in the loaded dataset2023

Related Form 5500 pages