Brevard Achievement Center, Inc. 401(K) Savings Plan — Form 5500 plan (Brevard Achievement Center)

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, Brevard Achievement Center, Inc. 401(K) Savings Plan is a benefit plan reported by Brevard Achievement Center under EIN 59-1203280 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $6,483,944 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brevard Achievement Center
EIN
59-1203280
Plan number
001
Plan type
2
Location
Rockledge, FL
Latest filing year
2023
Participants
138
End-of-year plan assets
$6,483,944

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023138H, C20250128094830NAL0026558370001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,483,944
Total liabilities (EOY)
$0
Net assets (EOY)
$6,483,944
Net assets (BOY)
$5,700,704

Income & contributions

Employer contributions
$209,069
Participant contributions
$388,460
Total contributions
$656,324
Total income / additions
$1,450,390

Expenses & distributions

Benefits paid
$658,163
Administrative expenses
$8,987
Total expenses
$667,150
Net increase / (decrease)
$783,240

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLCADVISOR$8,721not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$266$02023

Related Form 5500 pages