Brookhaven At Lexington 403(B) Plan — Form 5500 plan (Brookhaven At Lexington)
Plain-English plan 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, Brookhaven At Lexington 403(B) Plan is a benefit plan reported by Brookhaven At Lexington under EIN 04-2853296 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $18,038,673 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brookhaven At Lexington
- EIN
- 04-2853296
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington, MA
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $18,038,673
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20240919143720NAL0003636531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,038,673
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,038,673
- Net assets (BOY)
- $15,354,550
Income & contributions
- Employer contributions
- $369,030
- Participant contributions
- $769,802
- Total contributions
- $1,145,871
- Total income / additions
- $3,814,606
Expenses & distributions
- Benefits paid
- $1,121,463
- Administrative expenses
- $9,020
- Total expenses
- $1,130,483
- Net increase / (decrease)
- $2,684,123
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $9,020 | $0 | 2023 |