Bradford Preparatory School, Inc. 401(K) Plan — Form 5500 plan (Bradford Preparatory School, Inc.)

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, Bradford Preparatory School, Inc. 401(K) Plan is a benefit plan reported by Bradford Preparatory School, Inc. under EIN 46-0751662 and plan number 001. The latest loaded filing year is 2023. The filing reports 191 participants and $4,812,061 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bradford Preparatory School, Inc.
EIN
46-0751662
Plan number
001
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
191
End-of-year plan assets
$4,812,061

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023191H, C20250412082125NAL0027855441001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,812,061
Total liabilities (EOY)
$0
Net assets (EOY)
$4,812,061
Net assets (BOY)
$3,708,231

Income & contributions

Employer contributions
$270,165
Participant contributions
$406,904
Total contributions
$677,069
Total income / additions
$1,297,445

Expenses & distributions

Benefits paid
$170,797
Administrative expenses
$20,839
Total expenses
$193,615
Net increase / (decrease)
$1,103,830

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT ADVISOR$18,454not reported in the loaded dataset2023
Capital Group Retirement Plan SerRECORDKEEPER$2,635$02023
Maxus Plan SolutionsTPA$1,300not reported in the loaded dataset2023

Related Form 5500 pages