OpenERISA

Brookwood Financial Partners, LLC

Beverly, MA, 01915

EIN 04-3190521
Plans
2
Total participants
890
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
531120
Plan sponsors in MassachusettsReal Estate, Rental & Leasing

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Brookwood Financial Partners, LLC 401(K) Plan86
2023Form 5500001Brookwood Financial Partners, LLC 401(K) Plan99
2023Form 5500501Brookwood Financial Partners Health & Welfare Plan86
2022Form 5500001Brookwood Financial Partners, LLC 401(K) Plan101
2022Form 5500501Brookwood Financial Partners Health & Welfare Plan101
2021Form 5500001Brookwood Financial Partners, LLC 401(K) Plan109
2021Form 5500501Brookwood Financial Partners Health & Welfare Plan101
2020Form 5500001Brookwood Financial Partners, LLC 401(K) Plan105
2020Form 5500501Brookwood Financial Partners Health & Welfare Plan102

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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