2023 Form 5500 filing — The Brookwood Community Tax Deferred Annuity 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 20250501113547NAL0003128225001) for The Brookwood Community Tax Deferred Annuity Plan, reported by The Brookwood Community under EIN 74-1587672 and plan number 002. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501113547NAL0003128225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Brookwood Community
- EIN
- 74-1587672
- Plan number
- 002
- Location
- Brookshire, TX
- Participants
- 241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,606,918
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,606,918
- Employer contributions
- $211,917
- Participant contributions
- $318,525
- Total income / additions
- $1,121,345
- Benefits paid
- $142,495
- Administrative expenses
- $100
- Total expenses
- $149,884
- Net increase / (decrease)
- $971,461
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Insurance And Assoc | not reported in the loaded dataset | $175 | $0 |