2023 Form 5500 filing — Broad Run Investment Managemen 401(K) Profit Sharing Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240610152654NAL0026814449001) for Broad Run Investment Managemen 401(K) Profit Sharing Plan & Trust, reported by Broad Run Investment Managemen under EIN 46-1010523 and plan number 001. It reports 14 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,523,503
Participants14
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240610152654NAL0026814449001
Plan sponsor
Broad Run Investment Managemen
EIN
46-1010523
Plan number
001
Location
Arlington, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.5M total assets
Net assets$2.5MLiabilities$0
Money in vs. money out
Total income / additions$579.8K
Total expenses$120
Benefits paid / distributions$0
Contributions
Employer$47.5K
Participant$108.4K
Full reported line items
Total assets (EOY)
$2,523,503
Total liabilities (EOY)
$0
Net assets (EOY)
$2,523,503
Employer contributions
$47,542
Participant contributions
$108,356
Total income / additions
$579,817
Benefits paid
$0
Administrative expenses
$120
Total expenses
$120
Net increase / (decrease)
$579,697

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240610152654NAL0026814449001 cover?
It is the 2023 Form 5500 filing for Broad Run Investment Managemen 401(K) Profit Sharing Plan & Trust, reported by Broad Run Investment Managemen (EIN 46-1010523).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages