2023 Form 5500 filing — Broad River Retail Retirement 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 20241015131447NAL0028538449001) for Broad River Retail Retirement Plan, reported by Broad River Retail, LLC under EIN 04-3712520 and plan number 001. It reports 703 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)$5MReported net assets$5,044,704
Participants703
Provider compensation$44.1K1 Schedule C row(s)$44,147
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015131447NAL0028538449001
Plan sponsor
Broad River Retail, LLC
EIN
04-3712520
Plan number
001
Location
Fort Mill, SC
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)$5.1M total assets
Net assets$5MLiabilities$73.4K
Money in vs. money out
Total income / additions$2.4M
Total expenses$556.5K
Benefits paid / distributions$510.1K
Contributions
Employer$415K
Participant$980.5K
Full reported line items
Total assets (EOY)
$5,118,074
Total liabilities (EOY)
$73,370
Net assets (EOY)
$5,044,704
Employer contributions
$415,003
Participant contributions
$980,457
Total income / additions
$2,390,622
Benefits paid
$510,091
Administrative expenses
$46,440
Total expenses
$556,531
Net increase / (decrease)
$1,834,091
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $44.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015131447NAL0028538449001 cover?
It is the 2023 Form 5500 filing for Broad River Retail Retirement Plan, reported by Broad River Retail, LLC (EIN 04-3712520).
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).

Related Form 5500 pages