Brookstone School, Inc. Retirement Plan — Form 5500 plan (Brookstone 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, Brookstone School, Inc. Retirement Plan is a benefit plan reported by Brookstone School, Inc. under EIN 58-6003670 and plan number 002. The latest loaded filing year is 2023. The filing reports 306 participants and $20,772,658 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brookstone School, Inc.
EIN
58-6003670
Plan number
002
Plan type
2
Location
Columbus, GA
Latest filing year
2023
Participants
306
End-of-year plan assets
$20,772,658

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023306H, C20250422141706NAL0004281153001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,772,658
Total liabilities (EOY)
$0
Net assets (EOY)
$20,772,658
Net assets (BOY)
$20,217,194

Income & contributions

Employer contributions
$222,543
Participant contributions
$394,116
Total contributions
$877,109
Total income / additions
$3,568,876

Expenses & distributions

Benefits paid
$2,957,718
Administrative expenses
$17,566
Total expenses
$3,013,412
Net increase / (decrease)
$555,464

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaRECORDKEEPER$17,942$02023

Related Form 5500 pages