Plan5500

Brehm Preparatory School Defined Contribution Plan — Form 5500 plan (Brehm Preparatory School, 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, Brehm Preparatory School Defined Contribution Plan is a benefit plan reported by Brehm Preparatory School, Inc. under EIN 37-1107721 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $5,809,063 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brehm Preparatory School, Inc.
EIN
37-1107721
Plan number
001
Plan type
2
Location
Carbondale, IL
Latest filing year
2023
Participants
239
End-of-year plan assets
$5,809,063

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023239H, C20241015130111NAL0028503313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,809,063
Net assets (EOY)
$5,809,063
Net assets (BOY)
$5,066,144

Income & contributions

Employer contributions
$46,807
Participant contributions
$82,150
Total contributions
$129,053
Total income / additions
$942,988

Expenses & distributions

Benefits paid
$195,906
Administrative expenses
$4,163
Total expenses
$200,069
Net increase / (decrease)
$742,919

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideCUSTODIAN$5,704not reported in the loaded dataset2023
Tiaanot reported in the loaded dataset$25$02023

Related Form 5500 pages