Brentwood Academy — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 62-0811952) is a plan sponsor located in Brentwood, TN with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
62-0811952
Location
Brentwood, TN
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$19,732,923
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$19,732,923

Contributions & income

Employer contributions
$762,580
Participant contributions
$708,771
Total income / additions
$3,584,553

Expenses & distributions

Benefits paid / distributions
$2,189,922
Total expenses
$2,273,606
Net increase / (decrease)
$1,310,947

Coverage

Total reported participants
643
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Largest loaded plans by reported assets

Brentwood Academy plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Brentwood Academy Defined Contribution Plan004263$12,089,6092023
Brentwood Academy Retirement Plan002263$7,643,3142023
Brentwood Academy Employee Benefits Plan501117not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Brentwood Academy
YearPlanParticipantsSchedulesFiling
2023Brentwood Academy Employee Benefits Plan11720241014110108NAL0045718400001
2023Brentwood Academy Retirement Plan263H, C20250415162358NAL0001559267001
2023Brentwood Academy Defined Contribution Plan263H, C20250415162533NAL0006936786001

Related Form 5500 pages