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, Brookside Partners 401(K) Profit Sharing Plan is a benefit plan reported by Brookside Partners, LLC under EIN 27-1628346 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $4,375,207 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,375,207
- Net assets (EOY)
- $4,375,207
- Net assets (BOY)
- $3,611,399
Income & contributions
- Employer contributions
- $195,664
- Participant contributions
- $301,449
- Total contributions
- $523,201
- Total income / additions
- $978,618
Expenses & distributions
- Benefits paid
- $206,006
- Administrative expenses
- $8,804
- Total expenses
- $214,810
- Net increase / (decrease)
- $763,808