2023 Form 5500 filing — The Broe Group 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 20241011170031NAL0012784403001) for The Broe Group 401(K) Retirement Savings Plan, reported by Broe Management Company, LLC D/B/A/ The Broe Group under EIN 84-1568327 and plan number 001. It reports 871 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011170031NAL0012784403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Broe Management Company, LLC D/B/A/ The Broe Group
- EIN
- 84-1568327
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 871
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,666,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,666,980
- Employer contributions
- $1,247,419
- Participant contributions
- $3,519,303
- Total income / additions
- $11,178,948
- Benefits paid
- $4,191,734
- Administrative expenses
- $114,096
- Total expenses
- $4,301,587
- Net increase / (decrease)
- $6,877,361
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $63,950 | $0 |
| Cook Street Consulting | INVESTMENT ADVISOR | $39,946 | not reported in the loaded dataset |
| Brock And Company, Cpas, P.C. | AUDITOR | $7,950 | not reported in the loaded dataset |