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MARIA SEYMOUR BROOKER MEMORIAL,INC. — BROOKER MEMORIAL403(B)., Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230929084754NAL0013524017001
MARIA SEYMOUR BROOKER MEMORIAL,INC.
Form 5500-SF
FILING_RECEIVED
BROOKER MEMORIAL403(B).
403(b) retirement plan
Active participants
31
Accounts w/ balance
13
Plan assets (EOY)
$124K
Net assets (EOY)
$124K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MARIA SEYMOUR BROOKER MEMORIAL,INC.
.
Find decision makers
Plan sponsor
Name
MARIA SEYMOUR BROOKER MEMORIAL,INC.
EIN
06-0646712
Address
157 LITCHFIELD STREET · TORRINGTON, CT · 06790
Phone
(860) 489-1328
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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65
Knocking points off
Only 42% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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