2023 Form 5500 filing — Broadstone Net Lease 401(K) Retirement Savings 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 20241011084451NAL0010738803001) for Broadstone Net Lease 401(K) Retirement Savings Plan, reported by Broadstone Employee Sub, LLC. under EIN 84-3832970 and plan number 001. It reports 108 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011084451NAL0010738803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Broadstone Employee Sub, LLC.
- EIN
- 84-3832970
- Plan number
- 001
- Location
- Victor, NY
- Participants
- 108
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,050,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,050,514
- Employer contributions
- $432,648
- Participant contributions
- $1,198,369
- Total income / additions
- $3,820,732
- Benefits paid
- $524,351
- Administrative expenses
- $29,893
- Total expenses
- $554,244
- Net increase / (decrease)
- $3,266,488
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stifel Nicolaus & Co Inc | ADVISOR | $26,059 | not reported in the loaded dataset |
| Kasperski Dinan & Rink Cpas, LLC | ACCOUNTANT/AUDITOR | $11,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$7,666 | $0 |