Brunswick Forest Associates, LLC Employee Savings Plan — Form 5500 plan (Brunswick Forest Associates, LLC)

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, Brunswick Forest Associates, LLC Employee Savings Plan is a benefit plan reported by Brunswick Forest Associates, LLC under EIN 71-1019353 and plan number 001. The latest loaded filing year is 2023. The filing reports 83 participants and $2,007,513 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brunswick Forest Associates, LLC
EIN
71-1019353
Plan number
001
Plan type
2
Location
Leland, NC
Latest filing year
2023
Participants
83
End-of-year plan assets
$2,007,513

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202383I20240827102447NAL0021518722001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,007,513
Total liabilities (EOY)
$0
Net assets (EOY)
$2,007,513
Net assets (BOY)
$1,636,144

Income & contributions

Employer contributions
$19,490
Participant contributions
$70,761
Total income / additions
$371,949

Expenses & distributions

Benefits paid
$580
Administrative expenses
$0
Total expenses
$580
Net increase / (decrease)
$371,369

Service provider compensation (Schedule C)

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

Related Form 5500 pages