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BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN 401k Plan overview

Plan NameBERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN
Plan identification number 001

BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. has sponsored the creation of one or more 401k plans.

Company Name:BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC.
Employer identification number (EIN):042578986
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-03-01HUNTER MCCORMICK2024-09-30 HUNTER MCCORMICK2024-09-30
0012022-03-01BRETT WESTBROOK2023-10-12
0012021-03-01ANN BEECHAM2023-07-11
0012020-03-01
0012019-03-01
0012018-03-01
0012017-03-01DOUG ANZALONE2018-08-03
0012016-03-01DOUGLAS ANZALONE
0012015-03-01JOSEPH WOLKOWICZ
0012014-03-01JOSEPH WOLKOWICZ
0012013-03-01JOSEPH WOLKOWICZ
0012012-03-01JOSEPH WOLKOWICZ
0012011-03-01JOSEPH WOLKOWICZ
0012009-03-01JOSEPH WOLKOWICZ
0012009-03-01BERKSHIRE COUNTY HEAD START CHILD D
0012009-03-01BERKSHIRE COUNTY HEAD START CHILD D

Plan Statistics for BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN

401k plan membership statisitcs for BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN

Measure Date Value
2016: BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-0185
Total number of active participants reported on line 7a of the Form 55002016-03-0165
Number of retired or separated participants receiving benefits2016-03-015
Number of other retired or separated participants entitled to future benefits2016-03-0116
Total of all active and inactive participants2016-03-0186
Total participants2016-03-0186
Number of participants with account balances2016-03-0186
2015: BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-0185
Total number of active participants reported on line 7a of the Form 55002015-03-0163
Number of retired or separated participants receiving benefits2015-03-018
Number of other retired or separated participants entitled to future benefits2015-03-0114
Total of all active and inactive participants2015-03-0185
Total participants2015-03-0185
Number of participants with account balances2015-03-0185
2014: BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-0186
Total number of active participants reported on line 7a of the Form 55002014-03-0164
Number of retired or separated participants receiving benefits2014-03-0120
Number of other retired or separated participants entitled to future benefits2014-03-011
Total of all active and inactive participants2014-03-0185
Total participants2014-03-0185
Number of participants with account balances2014-03-0185
2013: BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-0190
Total number of active participants reported on line 7a of the Form 55002013-03-0170
Number of retired or separated participants receiving benefits2013-03-0115
Number of other retired or separated participants entitled to future benefits2013-03-011
Total of all active and inactive participants2013-03-0186
Total participants2013-03-0186
Number of participants with account balances2013-03-0186
2012: BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-0196
Total number of active participants reported on line 7a of the Form 55002012-03-0174
Number of retired or separated participants receiving benefits2012-03-0115
Number of other retired or separated participants entitled to future benefits2012-03-011
Total of all active and inactive participants2012-03-0190
Total participants2012-03-0190
Number of participants with account balances2012-03-0190
2011: BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-01109
Total number of active participants reported on line 7a of the Form 55002011-03-0175
Number of retired or separated participants receiving benefits2011-03-017
Number of other retired or separated participants entitled to future benefits2011-03-0114
Total of all active and inactive participants2011-03-0196
Total participants2011-03-0196
Number of participants with account balances2011-03-0196
2009: BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-0194
Total number of active participants reported on line 7a of the Form 55002009-03-0177
Number of retired or separated participants receiving benefits2009-03-013
Number of other retired or separated participants entitled to future benefits2009-03-0125
Total of all active and inactive participants2009-03-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-010
Total participants2009-03-01105
Number of participants with account balances2009-03-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-010

Financial Data on BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN

Measure Date Value
2017 : BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN 2017 401k financial data
Total income from all sources2017-02-28$312,065
Expenses. Total of all expenses incurred2017-02-28$145,705
Benefits paid (including direct rollovers)2017-02-28$145,511
Total plan assets at end of year2017-02-28$1,741,356
Total plan assets at beginning of year2017-02-28$1,574,996
Value of fidelity bond covering the plan2017-02-28$157,500
Other income received2017-02-28$219,665
Net income (gross income less expenses)2017-02-28$166,360
Net plan assets at end of year (total assets less liabilities)2017-02-28$1,741,356
Net plan assets at beginning of year (total assets less liabilities)2017-02-28$1,574,996
Total contributions received or receivable from employer(s)2017-02-28$92,400
Expenses. Administrative service providers (salaries,fees and commissions)2017-02-28$194
2016 : BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-02-29$29,935
Total income from all sources2016-02-29$58,565
Expenses. Total of all expenses incurred2016-02-29$33,822
Benefits paid (including direct rollovers)2016-02-29$33,822
Total plan assets at end of year2016-02-29$545,026
Total plan assets at beginning of year2016-02-29$490,348
Other income received2016-02-29$15,207
Net income (gross income less expenses)2016-02-29$24,743
Net plan assets at end of year (total assets less liabilities)2016-02-29$545,026
Net plan assets at beginning of year (total assets less liabilities)2016-02-29$490,348
Total contributions received or receivable from employer(s)2016-02-29$43,358
2015 : BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-02-28$3,155
Total income from all sources2015-02-28$53,175
Expenses. Total of all expenses incurred2015-02-28$20,558
Benefits paid (including direct rollovers)2015-02-28$20,558
Total plan assets at end of year2015-02-28$490,348
Total plan assets at beginning of year2015-02-28$454,576
Other income received2015-02-28$13,925
Net income (gross income less expenses)2015-02-28$32,617
Net plan assets at end of year (total assets less liabilities)2015-02-28$490,348
Net plan assets at beginning of year (total assets less liabilities)2015-02-28$454,576
Total contributions received or receivable from employer(s)2015-02-28$39,250
2014 : BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-02-28$-2,723
Total income from all sources2014-02-28$26,041
Expenses. Total of all expenses incurred2014-02-28$5,835
Benefits paid (including direct rollovers)2014-02-28$5,835
Total plan assets at end of year2014-02-28$454,576
Total plan assets at beginning of year2014-02-28$437,093
Other income received2014-02-28$13,154
Net income (gross income less expenses)2014-02-28$20,206
Net plan assets at end of year (total assets less liabilities)2014-02-28$454,576
Net plan assets at beginning of year (total assets less liabilities)2014-02-28$437,093
Total contributions received or receivable from employer(s)2014-02-28$12,887
2013 : BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-02-28$-15,105
Total income from all sources2013-02-28$27,938
Expenses. Total of all expenses incurred2013-02-28$9,484
Benefits paid (including direct rollovers)2013-02-28$9,484
Total plan assets at end of year2013-02-28$437,093
Total plan assets at beginning of year2013-02-28$433,744
Other income received2013-02-28$12,784
Net income (gross income less expenses)2013-02-28$18,454
Net plan assets at end of year (total assets less liabilities)2013-02-28$437,093
Net plan assets at beginning of year (total assets less liabilities)2013-02-28$433,744
Total contributions received or receivable from employer(s)2013-02-28$15,154
2012 : BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-02-29$-484
Total income from all sources2012-02-29$42,556
Expenses. Total of all expenses incurred2012-02-29$58,857
Benefits paid (including direct rollovers)2012-02-29$58,857
Total plan assets at end of year2012-02-29$433,744
Total plan assets at beginning of year2012-02-29$450,529
Other income received2012-02-29$14,296
Net income (gross income less expenses)2012-02-29$-16,301
Net plan assets at end of year (total assets less liabilities)2012-02-29$433,744
Net plan assets at beginning of year (total assets less liabilities)2012-02-29$450,529
Total contributions received or receivable from employer(s)2012-02-29$28,260
Transfers to/from the plan2012-02-28$-484
Total income from all sources2012-02-28$42,556
Expenses. Total of all expenses incurred2012-02-28$58,857
Benefits paid (including direct rollovers)2012-02-28$58,857
Total plan assets at end of year2012-02-28$433,744
Total plan assets at beginning of year2012-02-28$450,529
Other income received2012-02-28$14,296
Net income (gross income less expenses)2012-02-28$-16,301
Net plan assets at end of year (total assets less liabilities)2012-02-28$433,744
Net plan assets at beginning of year (total assets less liabilities)2012-02-28$450,529
Total contributions received or receivable from employer(s)2012-02-28$28,260
2011 : BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-02-28$-5,748
Total income from all sources2011-02-28$28,896
Expenses. Total of all expenses incurred2011-02-28$21,550
Benefits paid (including direct rollovers)2011-02-28$21,550
Total plan assets at end of year2011-02-28$450,529
Total plan assets at beginning of year2011-02-28$448,931
Other income received2011-02-28$14,880
Net income (gross income less expenses)2011-02-28$7,346
Net plan assets at end of year (total assets less liabilities)2011-02-28$450,529
Net plan assets at beginning of year (total assets less liabilities)2011-02-28$448,931
Total contributions received or receivable from employer(s)2011-02-28$14,016

Form 5500 Responses for BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN

2016: BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan benefit arrangement – InsuranceYes
2015: BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan benefit arrangement – InsuranceYes
2014: BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan benefit arrangement – InsuranceYes
2013: BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan benefit arrangement – InsuranceYes
2012: BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan benefit arrangement – InsuranceYes
2011: BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan benefit arrangement – InsuranceYes
2009: BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM, INC. PENSION PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedYes
2009-03-01This submission is the final filingNo
2009-03-01Plan funding arrangement – InsuranceYes
2009-03-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50193
Policy instance 1
Insurance contract or identification number50193
Insurance policy end date2016-02-28
Total amount of commissions paid to insurance brokerUSD $1,398
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,265
Insurance broker organization code?3
Insurance broker nameLIBUTTI, GREGG A.
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50193
Policy instance 1
Insurance contract or identification number50193
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $954
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $871
Insurance broker organization code?3
Insurance broker nameLIBUTTI, GREGG A.
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50193
Policy instance 1
Insurance contract or identification number50193
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $310
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $280
Insurance broker organization code?3
Insurance broker nameLIBUTTI, GREGG A.
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50193
Policy instance 1
Insurance contract or identification number50193
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $361
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $327
Insurance broker organization code?3
Insurance broker nameLIBUTTI, GREGG A.
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50193
Policy instance 1
Insurance contract or identification number50193
Number of Individuals Covered96
Insurance policy end date2012-02-28
Total amount of commissions paid to insurance brokerUSD $881
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50193
Policy instance 1
Insurance contract or identification number50193
Number of Individuals Covered109
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $502
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $447
Insurance broker organization code?3
Insurance broker nameLIBUTTI, GREGG A.

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