2023 Form 5500 filing — Breaking Ground 403(B) 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 20241002120951NAL0004775699001) for Breaking Ground 403(B) Plan, reported by Breaking Ground Hdfc under EIN 11-3048002 and plan number 002. It reports 763 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.1MReported net assets$17,119,667

Participants763

Provider compensation$55.3K4 Schedule C row(s)$55,303

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241002120951NAL0004775699001
Plan sponsor: Breaking Ground Hdfc
EIN: 11-3048002
Plan number: 002
Location: New York, NY
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$17.1M total assets

Net assets$17.1MLiabilities$0

Money in vs. money out

Total income / additions$4.3M

Total expenses$1.4M

Benefits paid / distributions$1.4M

Contributions

Employer$610.2K

Participant$1.3M

Full reported line items

Total assets (EOY): $17,119,667
Total liabilities (EOY): $0
Net assets (EOY): $17,119,667
Employer contributions: $610,212
Participant contributions: $1,285,413
Total income / additions: $4,259,619
Benefits paid: $1,407,142
Administrative expenses: $18,639
Total expenses: $1,425,781
Net increase / (decrease): $2,833,838

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Morgan Stanley$30.4K
OTHER SERVICES · Direct $0 · Indirect $30.4K
2
Principal Life Insurance Company$18.8K
CONTRACT ADMINISTRATOR · Direct $18.8K · Indirect $0
3
Pasi LLC$6.1K
OTHER SERVICES · Direct $0 · Indirect $6.1K
4
Wilshire Associates Incorporated$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002120951NAL0004775699001 cover?: It is the 2023 Form 5500 filing for Breaking Ground 403(B) Plan, reported by Breaking Ground Hdfc (EIN 11-3048002).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).