2023 Form 5500 filing — Brooks School Dc Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250116100844NAL0038271232001) for Brooks School Dc Retirement Plan, reported by Brooks School under EIN 04-2130844 and plan number 001. It reports 513 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250116100844NAL0038271232001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brooks School
- EIN
- 04-2130844
- Plan number
- 001
- Location
- North Andover, MA
- Participants
- 513
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,069,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,069,225
- Employer contributions
- $1,300,763
- Participant contributions
- $1,104,706
- Total income / additions
- $10,396,319
- Benefits paid
- $4,273,201
- Administrative expenses
- $102,502
- Total expenses
- $4,375,703
- Net increase / (decrease)
- $6,020,616
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $62,502 | $0 |
| Fiducient Advisors, LLC | NONE | $25,000 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $15,000 | not reported in the loaded dataset |