Brookgreen Gardens — 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, Brookgreen Gardens (EIN 57-0380356) is a plan sponsor located in Pawleys Island, SC 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
57-0380356
Location
Pawleys Island, SC
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,168,575
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,168,575

Contributions & income

Employer contributions
$230,975
Participant contributions
$251,952
Total income / additions
$1,204,211

Expenses & distributions

Benefits paid / distributions
$496,037
Total expenses
$545,152
Net increase / (decrease)
$659,059

Coverage

Total reported participants
139
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

Brookgreen Gardens plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Brookgreen Gardens Retirement Plan 403b Annuity Plan002139$5,168,5752023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Brookgreen Gardens
YearPlanParticipantsSchedulesFiling
2023Brookgreen Gardens Retirement Plan 403b Annuity Plan139H, C20250313102745NAL0032721504001

Related Form 5500 pages