2023 Form 5500 filing — Brookgreen Gardens Retirement Plan 403b Annuity 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 20250313102745NAL0032721504001) for Brookgreen Gardens Retirement Plan 403b Annuity Plan, reported by Brookgreen Gardens under EIN 57-0380356 and plan number 002. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250313102745NAL0032721504001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brookgreen Gardens
- EIN
- 57-0380356
- Plan number
- 002
- Location
- Pawleys Island, SC
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,168,575
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,168,575
- Employer contributions
- $230,975
- Participant contributions
- $251,952
- Total income / additions
- $1,204,211
- Benefits paid
- $496,037
- Administrative expenses
- $49,115
- Total expenses
- $545,152
- Net increase / (decrease)
- $659,059
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corp | CONTRACT HOLDER | $45,551 | not reported in the loaded dataset |
| 3g Retirement Services LLC | TPA | $3,564 | not reported in the loaded dataset |