2023 Form 5500 filing — Brodeur Partners 401(K) Plan

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 20240822135725NAL0005185281001) for Brodeur Partners 401(K) Plan, reported by Brodeur & Coville, LLC under EIN 27-3230799 and plan number 001. It reports 70 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.4MReported net assets$6,406,914
Participants70
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240822135725NAL0005185281001
Plan sponsor
Brodeur & Coville, LLC
EIN
27-3230799
Plan number
001
Location
Boston, MA
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)$6.4M total assets
Net assets$6.4MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$0
Participant$439.9K
Full reported line items
Total assets (EOY)
$6,406,914
Total liabilities (EOY)
$0
Net assets (EOY)
$6,406,914
Employer contributions
$0
Participant contributions
$439,913
Total income / additions
$1,200,050
Benefits paid
$1,392,579
Administrative expenses
$3,443
Total expenses
$1,396,022
Net increase / (decrease)
-$195,972

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240822135725NAL0005185281001 cover?
It is the 2023 Form 5500 filing for Brodeur Partners 401(K) Plan, reported by Brodeur & Coville, LLC (EIN 27-3230799).
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