Broadstreet Partners, Inc. — 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, Broadstreet Partners, Inc. (EIN 31-0982037) is a plan sponsor located in Columbus, OH with 1 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
31-0982037
Location
Columbus, OH
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Broadstreet Partners, Inc.

  • 1 loaded plans hold $295.7M in reported assets.
  • The largest, Broadstreet 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 2,830 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$295.7MSummed across loaded plans$295,746,865
Total reported assets$295.7M$295,746,865
Total reported participants2.8K2,830
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$295.7M total assets
Net assets$295.7MLiabilities$0
Contributions & income
Employer contributions$7.6M
Participant contributions$20M
Total income / additions$72.9M
Expenses & distributions
Benefits paid / distributions$15.9M
Total expenses$16.1M
Net increase / (decrease)$56.8M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Broadstreet 401(K) Plan
Participants per plan2,830Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 2,830 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Broadstreet Partners, Inc.. Open one for its full reported snapshot.

  1. 2023
    Broadstreet 401(K) Plan2,830 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Broadstreet Partners, Inc. report on Form 5500?
Broadstreet Partners, Inc. (EIN 31-0982037) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Broadstreet Partners, Inc.?
The Employer Identification Number (EIN) reported for Broadstreet Partners, Inc. is 31-0982037.
What is the latest Form 5500 filing year for Broadstreet Partners, Inc.?
The latest loaded Form 5500 filing year for Broadstreet Partners, Inc. is 2023.

Related Form 5500 pages