The Brookwood Community Tax Deferred Annuity Plan — Form 5500 plan (The Brookwood Community)
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, The Brookwood Community Tax Deferred Annuity Plan is a benefit plan reported by The Brookwood Community under EIN 74-1587672 and plan number 002. The latest loaded filing year is 2023. The filing reports 241 participants and $6,606,918 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Brookwood Community
- EIN
- 74-1587672
- Plan number
- 002
- Plan type
- 2
- Location
- Brookshire, TX
- Latest filing year
- 2023
- Participants
- 241
- End-of-year plan assets
- $6,606,918
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 241 | H, C | 20250501113547NAL0003128225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,606,918
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,606,918
- Net assets (BOY)
- $5,635,457
Income & contributions
- Employer contributions
- $211,917
- Participant contributions
- $318,525
- Total contributions
- $530,995
- Total income / additions
- $1,121,345
Expenses & distributions
- Benefits paid
- $142,495
- Administrative expenses
- $100
- Total expenses
- $149,884
- Net increase / (decrease)
- $971,461
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa - Teachers Insurance And Assoc | not reported in the loaded dataset | $175 | $0 | 2023 |