Berks Community Health Center 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Berks Community Health Center)
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, Berks Community Health Center 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Berks Community Health Center under EIN 27-3795179 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $2,197,097 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berks Community Health Center
- EIN
- 27-3795179
- Plan number
- 001
- Plan type
- 2
- Location
- Reading, PA
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $2,197,097
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20241206083208NAL0003693267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,197,097
- Total liabilities (EOY)
- $4,307
- Net assets (EOY)
- $2,192,790
- Net assets (BOY)
- $1,860,893
Income & contributions
- Employer contributions
- $50,376
- Participant contributions
- $107,156
- Total contributions
- $165,042
- Total income / additions
- $467,345
Expenses & distributions
- Benefits paid
- $110,326
- Administrative expenses
- $25,122
- Total expenses
- $135,448
- Net increase / (decrease)
- $331,897
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Penserv Plan Services, Inc. | RECORDKEEPER | $14,534 | not reported in the loaded dataset | 2023 |
| Northeast Financial Group | INVESTMENT MANAGEMENT | $9,822 | not reported in the loaded dataset | 2023 |