Civic Intelligence

Berkshire Taconic Community Foundation

Plan context: Berkshire Taconic Community Foundation Inc. 403(B) Plan

EIN 06-1254469 • Sheffield, MA • 19 filings • 5 plans

800 N Main StSheffield, MA 01257-9503
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$1,786,996

2024 Contributions

$269,402

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,786,996$893,498$0200920172024YearValue
$1,786,996Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

27140200920172024YearValue
25Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024125$1,786,996$269,402$10,776iApproximate average salary by contribution assumption: employee only about $269,402 at 4% or $179,601 at 6%; with 50% employer match about $179,601 at 4% or $119,734 at 6%; with 100% employer match about $134,701 at 4% or $89,801 at 6%.
Berkshire Taconic Community Foundation Inc. 403(B) Plan-25$1,786,996$269,402$10,776iApproximate average salary by contribution assumption: employee only about $269,402 at 4% or $179,601 at 6%; with 50% employer match about $179,601 at 4% or $119,734 at 6%; with 100% employer match about $134,701 at 4% or $89,801 at 6%.
2023127$1,532,799$251,812$9,326iApproximate average salary by contribution assumption: employee only about $233,159 at 4% or $155,440 at 6%; with 50% employer match about $155,440 at 4% or $103,626 at 6%; with 100% employer match about $116,580 at 4% or $77,720 at 6%.
Berkshire Taconic Community Foundation Inc. 403(B) Plan-27$1,532,799$251,812$9,326iApproximate average salary by contribution assumption: employee only about $233,159 at 4% or $155,440 at 6%; with 50% employer match about $155,440 at 4% or $103,626 at 6%; with 100% employer match about $116,580 at 4% or $77,720 at 6%.
2022122$1,354,884$210,724$9,578iApproximate average salary by contribution assumption: employee only about $239,459 at 4% or $159,639 at 6%; with 50% employer match about $159,639 at 4% or $106,426 at 6%; with 100% employer match about $119,730 at 4% or $79,820 at 6%.
Berkshire Taconic Community Foundation Inc. 403(B) Plan-22$1,354,884$210,724$9,578iApproximate average salary by contribution assumption: employee only about $239,459 at 4% or $159,639 at 6%; with 50% employer match about $159,639 at 4% or $106,426 at 6%; with 100% employer match about $119,730 at 4% or $79,820 at 6%.
2021122$1,557,869$200,568$9,117iApproximate average salary by contribution assumption: employee only about $227,918 at 4% or $151,945 at 6%; with 50% employer match about $151,945 at 4% or $101,297 at 6%; with 100% employer match about $113,959 at 4% or $75,973 at 6%.
Berkshire Taconic Community Foundation Inc. 403(B) Plan-22$1,557,869$200,568$9,117iApproximate average salary by contribution assumption: employee only about $227,918 at 4% or $151,945 at 6%; with 50% employer match about $151,945 at 4% or $101,297 at 6%; with 100% employer match about $113,959 at 4% or $75,973 at 6%.
2020121$1,313,256$193,701$9,224iApproximate average salary by contribution assumption: employee only about $230,596 at 4% or $153,731 at 6%; with 50% employer match about $153,731 at 4% or $102,487 at 6%; with 100% employer match about $115,298 at 4% or $76,865 at 6%.
Berkshire Taconic Community Foundation Inc. 403(B) Plan-21$1,313,256$193,701$9,224iApproximate average salary by contribution assumption: employee only about $230,596 at 4% or $153,731 at 6%; with 50% employer match about $153,731 at 4% or $102,487 at 6%; with 100% employer match about $115,298 at 4% or $76,865 at 6%.
2019121$969,176$178,051$8,479iApproximate average salary by contribution assumption: employee only about $211,965 at 4% or $141,310 at 6%; with 50% employer match about $141,310 at 4% or $94,207 at 6%; with 100% employer match about $105,983 at 4% or $70,655 at 6%.
Berkshire Taconic Community Foundation Inc. 403(B) Plan-21$969,176$178,051$8,479iApproximate average salary by contribution assumption: employee only about $211,965 at 4% or $141,310 at 6%; with 50% employer match about $141,310 at 4% or $94,207 at 6%; with 100% employer match about $105,983 at 4% or $70,655 at 6%.
2018120$867,580$123,567$6,178iApproximate average salary by contribution assumption: employee only about $154,459 at 4% or $102,973 at 6%; with 50% employer match about $102,973 at 4% or $68,648 at 6%; with 100% employer match about $77,229 at 4% or $51,486 at 6%.
Berkshire Taconic Community Foundation Inc. 403(B) Plan-20$867,580$123,567$6,178iApproximate average salary by contribution assumption: employee only about $154,459 at 4% or $102,973 at 6%; with 50% employer match about $102,973 at 4% or $68,648 at 6%; with 100% employer match about $77,229 at 4% or $51,486 at 6%.
2017117$857,464$113,006$6,647iApproximate average salary by contribution assumption: employee only about $166,185 at 4% or $110,790 at 6%; with 50% employer match about $110,790 at 4% or $73,860 at 6%; with 100% employer match about $83,093 at 4% or $55,395 at 6%.
Berkshire Taconic Community Foundation Inc. 403(B) Plan-17$857,464$113,006$6,647iApproximate average salary by contribution assumption: employee only about $166,185 at 4% or $110,790 at 6%; with 50% employer match about $110,790 at 4% or $73,860 at 6%; with 100% employer match about $83,093 at 4% or $55,395 at 6%.
2016114$623,206$92,211$6,587iApproximate average salary by contribution assumption: employee only about $164,663 at 4% or $109,775 at 6%; with 50% employer match about $109,775 at 4% or $73,183 at 6%; with 100% employer match about $82,331 at 4% or $54,888 at 6%.
Berkshire Taconic Community Foundation Inc. 403(B) Plan-14$623,206$92,211$6,587iApproximate average salary by contribution assumption: employee only about $164,663 at 4% or $109,775 at 6%; with 50% employer match about $109,775 at 4% or $73,183 at 6%; with 100% employer match about $82,331 at 4% or $54,888 at 6%.
2015115$966,018$102,469$6,831iApproximate average salary by contribution assumption: employee only about $170,782 at 4% or $113,854 at 6%; with 50% employer match about $113,854 at 4% or $75,903 at 6%; with 100% employer match about $85,391 at 4% or $56,927 at 6%.
Berkshire Taconic Community Foundation Inc. 403(B) Plan-15$966,018$102,469$6,831iApproximate average salary by contribution assumption: employee only about $170,782 at 4% or $113,854 at 6%; with 50% employer match about $113,854 at 4% or $75,903 at 6%; with 100% employer match about $85,391 at 4% or $56,927 at 6%.
2014112$880,620$160,922$13,410iApproximate average salary by contribution assumption: employee only about $335,254 at 4% or $223,503 at 6%; with 50% employer match about $223,503 at 4% or $149,002 at 6%; with 100% employer match about $167,627 at 4% or $111,751 at 6%.
Berkshire Taconic Community Foundation Inc. 403(B) Plan-12$880,620$160,922$13,410iApproximate average salary by contribution assumption: employee only about $335,254 at 4% or $223,503 at 6%; with 50% employer match about $223,503 at 4% or $149,002 at 6%; with 100% employer match about $167,627 at 4% or $111,751 at 6%.
2013114$939,725$106,261$7,590iApproximate average salary by contribution assumption: employee only about $189,752 at 4% or $126,501 at 6%; with 50% employer match about $126,501 at 4% or $84,334 at 6%; with 100% employer match about $94,876 at 4% or $63,251 at 6%.
Berkshire Taconic Community Foundation Inc. 403(B) Plan-14$939,725$106,261$7,590iApproximate average salary by contribution assumption: employee only about $189,752 at 4% or $126,501 at 6%; with 50% employer match about $126,501 at 4% or $84,334 at 6%; with 100% employer match about $94,876 at 4% or $63,251 at 6%.
2012214$1,039,668$157,540$11,253iApproximate average salary by contribution assumption: employee only about $281,321 at 4% or $187,548 at 6%; with 50% employer match about $187,548 at 4% or $125,032 at 6%; with 100% employer match about $140,661 at 4% or $93,774 at 6%.
Berkshire Taconic Community Foundation Inc. 403(B) Plan-14$736,157$79,152$5,654iApproximate average salary by contribution assumption: employee only about $141,343 at 4% or $94,229 at 6%; with 50% employer match about $94,229 at 4% or $62,819 at 6%; with 100% employer match about $70,671 at 4% or $47,114 at 6%.
Berkshire Taconic Community Foundation Inc. 403(B) Plan-14$303,511$78,388$5,599iApproximate average salary by contribution assumption: employee only about $139,979 at 4% or $93,319 at 6%; with 50% employer match about $93,319 at 4% or $62,213 at 6%; with 100% employer match about $69,989 at 4% or $46,660 at 6%.
2011112$588,011$623,943$51,995iApproximate average salary by contribution assumption: employee only about $1,299,881 at 4% or $866,588 at 6%; with 50% employer match about $866,588 at 4% or $577,725 at 6%; with 100% employer match about $649,941 at 4% or $433,294 at 6%.
Berkshire Taconic Community Foundation Inc. 403(B) Plan-12$588,011$623,943$51,995iApproximate average salary by contribution assumption: employee only about $1,299,881 at 4% or $866,588 at 6%; with 50% employer match about $866,588 at 4% or $577,725 at 6%; with 100% employer match about $649,941 at 4% or $433,294 at 6%.
2010122$633,030$77,688$3,531iApproximate average salary by contribution assumption: employee only about $88,282 at 4% or $58,855 at 6%; with 50% employer match about $58,855 at 4% or $39,236 at 6%; with 100% employer match about $44,141 at 4% or $29,427 at 6%.
Berkshire Taconic Community Foundation Inc. 403(B) Plan-22$633,030$77,688$3,531iApproximate average salary by contribution assumption: employee only about $88,282 at 4% or $58,855 at 6%; with 50% employer match about $58,855 at 4% or $39,236 at 6%; with 100% employer match about $44,141 at 4% or $29,427 at 6%.
2009121$493,473$73,093$3,481iApproximate average salary by contribution assumption: employee only about $87,015 at 4% or $58,010 at 6%; with 50% employer match about $58,010 at 4% or $38,674 at 6%; with 100% employer match about $43,508 at 4% or $29,005 at 6%.
Berkshire Taconic Community Foundation Inc. 403(B) Plan-21$493,473$73,093$3,481iApproximate average salary by contribution assumption: employee only about $87,015 at 4% or $58,010 at 6%; with 50% employer match about $58,010 at 4% or $38,674 at 6%; with 100% employer match about $43,508 at 4% or $29,005 at 6%.
200410$0$0-
Berkshire Taconic Community Foundation Inc. 403(B) Plan-0---
200210$0$0-
BERKSHIRE TACONIC COMMUNITY FOUNDATION FLEXIBLE BENEFITS PLAN-0---