How many benefit plans does Brookhaven At Lexington report on Form 5500?

Brookhaven At Lexington (EIN 04-2853296) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Brookhaven At Lexington?

The Employer Identification Number (EIN) reported for Brookhaven At Lexington is 04-2853296.

What is the latest Form 5500 filing year for Brookhaven At Lexington?

The latest loaded Form 5500 filing year for Brookhaven At Lexington is 2023.

Brookhaven At Lexington — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Brookhaven At Lexington (EIN 04-2853296) is a plan sponsor located in Lexington, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 04-2853296
Location: Lexington, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $18,038,673
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $18,038,673

Contributions & income

Employer contributions: $369,030
Participant contributions: $769,802
Total income / additions: $3,814,606

Expenses & distributions

Benefits paid / distributions: $1,121,463
Total expenses: $1,130,483
Net increase / (decrease): $2,684,123

Coverage

Total reported participants: 292
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Brookhaven At Lexington plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Brookhaven At Lexington 403(B) Plan	001	147	$18,038,673	2023
Symmes Life Care, Inc. D/B/A Brookhaven At Lexington Welfare Benefit Plan	502	145	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Brookhaven At Lexington
Year	Plan	Participants	Schedules	Filing
2023	Brookhaven At Lexington 403(B) Plan	147	H, C	20240919143720NAL0003636531001
2023	Symmes Life Care, Inc. D/B/A Brookhaven At Lexington Welfare Benefit Plan	145	—	20250114102018NAL0040033586001