2023 Form 5500 filing — The Briarwood School Tda Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015113037NAL0047584480001) for The Briarwood School Tda Plan, reported by The Briarwood School under EIN 81-4638450 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.4MReported net assets$7,393,734
Participants164
Provider compensation$3751 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015113037NAL0047584480001
Plan sponsor
The Briarwood School
EIN
81-4638450
Plan number
001
Location
Houston, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.4M total assets
Net assets$7.4MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
EmployerNot reported
Participant$352.5K
Full reported line items
Total assets (EOY)
$7,393,734
Total liabilities (EOY)
$0
Net assets (EOY)
$7,393,734
Participant contributions
$352,545
Total income / additions
$1,454,715
Benefits paid
$1,446,907
Administrative expenses
$150
Total expenses
$1,447,057
Net increase / (decrease)
$7,658
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Tiaa$375
    RECORDKEEPER · Direct $375 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015113037NAL0047584480001 cover?
It is the 2023 Form 5500 filing for The Briarwood School Tda Plan, reported by The Briarwood School (EIN 81-4638450).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages