Brighton Center 403b Employer-Sponsored Plan — Form 5500 plan (Brighton Center)
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, Brighton Center 403b Employer-Sponsored Plan is a benefit plan reported by Brighton Center under EIN 74-2331826 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $8,745,044 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brighton Center
- EIN
- 74-2331826
- Plan number
- 001
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $8,745,044
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20250930161043NAL0005583235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,745,044
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,745,044
- Net assets (BOY)
- $7,182,375
Income & contributions
- Employer contributions
- $369,073
- Participant contributions
- $604,655
- Total contributions
- $1,005,184
- Total income / additions
- $2,340,275
Expenses & distributions
- Benefits paid
- $741,812
- Administrative expenses
- $35,794
- Total expenses
- $777,606
- Net increase / (decrease)
- $1,562,669
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Leafhouse Financial Advisors LLC | NONE | $34,427 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $1,759 | $28,886 | 2023 |
| Mutual Of America Life Insurance Co | NONE | $134 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brighton Center
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Antonio, TX
- Leafhouse Financial Advisors LLC — Schedule C compensation
- American United Life Insurance Co — Schedule C compensation
- Mutual Of America Life Insurance Co — Schedule C compensation