2023 Form 5500 filing — Brentwood School 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 20250123142651NAL0006764353001) for Brentwood School Retirement Plan, reported by Brentwood School under EIN 95-1426236 and plan number 001. It reports 636 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250123142651NAL0006764353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brentwood School
- EIN
- 95-1426236
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 636
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,971,247
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $89,971,247
- Employer contributions
- $1,524,034
- Participant contributions
- $2,224,780
- Total income / additions
- $16,114,463
- Benefits paid
- $4,210,263
- Administrative expenses
- $119,849
- Total expenses
- $4,339,310
- Net increase / (decrease)
- $11,775,153
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPING | $66,763 | $0 |
| Nfp Retirement Inc. | ADVISOR | $22,938 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | AUDITOR | $21,000 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | TPA | $10,798 | not reported in the loaded dataset |