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, Brookwood Financial Partners, LLC 401(K) Plan is a benefit plan reported by Brookwood Financial Partners, LLC under EIN 04-3190521 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $12,391,368 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,391,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,391,368
- Net assets (BOY)
- $9,954,512
Income & contributions
- Employer contributions
- $154,393
- Participant contributions
- $663,038
- Total contributions
- $1,083,207
- Total income / additions
- $2,674,331
Expenses & distributions
- Benefits paid
- $224,864
- Administrative expenses
- $4,898
- Total expenses
- $237,475
- Net increase / (decrease)
- $2,436,856