The Brookwood Community — 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, The Brookwood Community (EIN 74-1587672) is a plan sponsor located in Brookshire, TX with 1 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
74-1587672
Location
Brookshire, TX
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$6,606,918
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$6,606,918

Contributions & income

Employer contributions
$211,917
Participant contributions
$318,525
Total income / additions
$1,121,345

Expenses & distributions

Benefits paid / distributions
$142,495
Total expenses
$149,884
Net increase / (decrease)
$971,461

Coverage

Total reported participants
360
Plans with financial statements
1
Plans with provider compensation
1

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

The Brookwood Community plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Brookwood Community Tax Deferred Annuity Plan002241$6,606,9182023
The Brookwood Community, Inc. Health & Welfare Plan501119not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Brookwood Community
YearPlanParticipantsSchedulesFiling
2023The Brookwood Community, Inc. Health & Welfare Plan11920240410094557NAL0013564323001
2023The Brookwood Community Tax Deferred Annuity Plan241H, C20250501113547NAL0003128225001

Related Form 5500 pages