Berkshire Taconic Community Foundation
Plan context: Berkshire Taconic Community Foundation Inc. 403(B) Plan
EIN 06-1254469 • Sheffield, MA • 19 filings • 5 plans
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
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 2 | 14 | $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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |
| 2004 | 1 | 0 | $0 | $0 | - |
| Berkshire Taconic Community Foundation Inc. 403(B) Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| BERKSHIRE TACONIC COMMUNITY FOUNDATION FLEXIBLE BENEFITS PLAN | - | 0 | - | - | - |