Plan5500

Brookeville, MD Form 5500 retirement and benefit plan filings

City Form 5500 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, Brookeville, MD has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $1,131,219 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Brookeville

  • 4 loaded plans hold $1.1M in reported assets across 4 sponsors.
  • The largest, Eagle Horn Holdings Inc. Retirement Plan, holds 51% of reported Brookeville plan assets.
  • Plans cover 11 participants — about 3 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.1MSummed across loaded plans$1,131,219
Total reported assets$1.1M$1,131,219
Total reported participants11
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$269.5K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$253
Net increase / (decrease)$269.3K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Brookeville, MD plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Brookeville market comparison

Largest plan share of assets51%Eagle Horn Holdings Inc. Retirement Plan
Participants per plan3Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Brookeville

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Eagle Horn Holdings Inc. Retirement Plan$576K
    Eagle Horn Holdings Inc. · 2023
  2. 2
    Am & T Group Inc. Pension Transfer Trust Plan$494.9K
    Am & T Group, Inc. · 2023
  3. 3
    Bonbon, Inc. 401(K) Plan$58.1K
    Bonbon, Inc. · 2023
  4. 4
    First Choice Mental Health Corp. 401(K) Profit Sharing Plan$2.2K
    First Choice Mental Health Corp. · 2023

Largest plans in Brookeville → · Brookeville plans by participants → · Brookeville plans with financial data → · Brookeville plans with provider compensation → · $1B+ plans in Brookeville →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Brookeville, MD?
4 plan(s) reported by 4 sponsor(s) are loaded for Brookeville, MD.

Related Form 5500 pages