Brandon Residential Treatment Center 403(B) Retirement Plan — Form 5500 plan (Brandon Residential Treatment Center, Inc)

Plain-English plan 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, Brandon Residential Treatment Center 403(B) Retirement Plan is a benefit plan reported by Brandon Residential Treatment Center, Inc under EIN 04-3015339 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $3,726,702 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brandon Residential Treatment Center, Inc
EIN
04-3015339
Plan number
001
Plan type
2
Location
Natick, MA
Latest filing year
2023
Participants
211
End-of-year plan assets
$3,726,702

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023211H20250326091551NAL0026431888001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,726,702
Net assets (EOY)
$3,726,702
Net assets (BOY)
$3,238,108

Income & contributions

Employer contributions
$81,769
Participant contributions
$211,818
Total contributions
$293,587
Total income / additions
$720,625

Expenses & distributions

Benefits paid
$223,585
Administrative expenses
$8,446
Total expenses
$232,031
Net increase / (decrease)
$488,594

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages