2023 Form 5500 filing — Brentwood Academy 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 20250415162358NAL0001559267001) for Brentwood Academy Retirement Plan, reported by Brentwood Academy under EIN 62-0811952 and plan number 002. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415162358NAL0001559267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brentwood Academy
- EIN
- 62-0811952
- Plan number
- 002
- Location
- Brentwood, TN
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,643,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,643,314
- Employer contributions
- $453,004
- Total income / additions
- $1,214,980
- Benefits paid
- $837,191
- Administrative expenses
- $56,551
- Total expenses
- $893,742
- Net increase / (decrease)
- $321,238
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $280 | $26,541 |
| Access Retirement Services, LLC | NONE | $24,794 | not reported in the loaded dataset |
| Tiaa | NONE | $0 | $0 |