Brookgreen Gardens Retirement Plan 403b Annuity Plan — Form 5500 plan (Brookgreen Gardens)
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, Brookgreen Gardens Retirement Plan 403b Annuity Plan is a benefit plan reported by Brookgreen Gardens under EIN 57-0380356 and plan number 002. The latest loaded filing year is 2023. The filing reports 139 participants and $5,168,575 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brookgreen Gardens
- EIN
- 57-0380356
- Plan number
- 002
- Plan type
- 2
- Location
- Pawleys Island, SC
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $5,168,575
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20250313102745NAL0032721504001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,168,575
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,168,575
- Net assets (BOY)
- $4,509,516
Income & contributions
- Employer contributions
- $230,975
- Participant contributions
- $251,952
- Total contributions
- $482,927
- Total income / additions
- $1,204,211
Expenses & distributions
- Benefits paid
- $496,037
- Administrative expenses
- $49,115
- Total expenses
- $545,152
- Net increase / (decrease)
- $659,059
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corp | CONTRACT HOLDER | $45,551 | not reported in the loaded dataset | 2023 |
| 3g Retirement Services LLC | TPA | $3,564 | not reported in the loaded dataset | 2023 |