Broadstreet 401(K) Plan — Form 5500 plan (Broadstreet Partners, Inc.)

Plain-English plan 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, Broadstreet 401(K) Plan is a benefit plan reported by Broadstreet Partners, Inc. under EIN 31-0982037 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,830 participants and $295,746,865 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$295.7MPlan net assets, end of year$295,746,865
Participants2.8KCovered participants reported2,830
Assets / participant$104.5KComputed: assets ÷ participants$104,504 (computed)
Provider compensation$223.5K3 Schedule C provider row(s)$223,542
Plan sponsor
Broadstreet Partners, Inc.
EIN
31-0982037
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2,830 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$295.7M total assets
Net assets$295.7MLiabilities$0
Money in vs. money out
Total income / additions$72.9M
Total expenses$16.1M
Benefits paid / distributions$15.9M
Contributions
Employer$7.6M
Participant$20M
Full reported line items

Net assets

Total assets (EOY)
$295,746,865
Total liabilities (EOY)
$0
Net assets (EOY)
$295,746,865
Net assets (BOY)
$212,766,624

Income & contributions

Employer contributions
$7,601,468
Participant contributions
$19,980,286
Total contributions
$32,185,898
Total income / additions
$72,880,660

Expenses & distributions

Benefits paid
$15,862,036
Administrative expenses
$223,442
Total expenses
$16,102,557
Net increase / (decrease)
$56,778,103
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 28%Participant 72%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORDKEEPER · Direct $128.2K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $72.3K
  3. 3
    ACCOUNTANT/AUDITOR · Direct $23K

What to inspect next

Frequently asked questions

Who sponsors the Broadstreet 401(K) Plan?
Broadstreet 401(K) Plan is reported as sponsored by Broadstreet Partners, Inc. (EIN 31-0982037, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Broadstreet 401(K) Plan?
The latest Form 5500 filing year loaded for Broadstreet 401(K) Plan is 2023.
How many participants does Broadstreet 401(K) Plan report?
Broadstreet 401(K) Plan reports 2,830 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Broadstreet 401(K) Plan?
Broadstreet 401(K) Plan reports $295,746,865 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages