Brentwood Academy Defined Contribution Plan — Form 5500 plan (Brentwood Academy)
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, Brentwood Academy Defined Contribution Plan is a benefit plan reported by Brentwood Academy under EIN 62-0811952 and plan number 004. The latest loaded filing year is 2023. The filing reports 263 participants and $12,089,609 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brentwood Academy
- EIN
- 62-0811952
- Plan number
- 004
- Plan type
- 2
- Location
- Brentwood, TN
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $12,089,609
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20250415162533NAL0006936786001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,089,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,089,609
- Net assets (BOY)
- $11,099,900
Income & contributions
- Employer contributions
- $309,576
- Participant contributions
- $708,771
- Total contributions
- $1,249,897
- Total income / additions
- $2,369,573
Expenses & distributions
- Benefits paid
- $1,352,731
- Administrative expenses
- $26,052
- Total expenses
- $1,379,864
- Net increase / (decrease)
- $989,709
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $0 | $42,253 | 2023 |
| Pensionmark Financial Group | NONE | $0 | $28,394 | 2023 |
| Access Retirement Services LLC | NONE | $27,076 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brentwood Academy
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Brentwood, TN
- American United Life Insurance Co — Schedule C compensation
- Pensionmark Financial Group — Schedule C compensation
- Access Retirement Services LLC — Schedule C compensation