Federal Broach Holdings LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Federal Broach Holdings LLC (EIN 20-5853585) is a plan sponsor located in Harrison, MI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-5853585
Location
Harrison, MI
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,326,833
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$13,326,833

Contributions & income

Employer contributions
$194,297
Participant contributions
$346,985
Total income / additions
$2,586,102

Expenses & distributions

Benefits paid / distributions
$2,917,489
Total expenses
$2,983,162
Net increase / (decrease)
-$397,060

Coverage

Total reported participants
285
Plans with financial statements
1
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Federal Broach Holdings LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Federal Broach Holdings 401(K) Savings Plan001115$13,326,8332023
Federal Broach & Detroit Broach Medical Benefits Plan50185not reported in the loaded dataset2023
Federal Broach Holdings LLC Group Life And Disability50285not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Federal Broach Holdings LLC
YearPlanParticipantsSchedulesFiling
2023Federal Broach Holdings 401(K) Savings Plan115H, C20241011165709NAL0039565328001
2023Federal Broach & Detroit Broach Medical Benefits Plan85C20250121131506NAL0002345187001
2023Federal Broach Holdings LLC Group Life And Disability85C20250124153006NAL0005095395001

Related Form 5500 pages