Broadmead, Inc. 401(K) Retirement Plan — Form 5500 plan (Broadmead, 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, Broadmead, Inc. 401(K) Retirement Plan is a benefit plan reported by Broadmead, Inc. under EIN 52-1056690 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $11,151,387 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Broadmead, Inc.
EIN
52-1056690
Plan number
001
Plan type
2
Location
Cockeysville, MD
Latest filing year
2023
Participants
366
End-of-year plan assets
$11,151,387

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023366H, C20250509104529NAL0008635139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,151,387
Total liabilities (EOY)
$0
Net assets (EOY)
$11,151,387
Net assets (BOY)
$9,519,155

Income & contributions

Employer contributions
$336,414
Participant contributions
$680,725
Total contributions
$1,017,139
Total income / additions
$2,607,892

Expenses & distributions

Benefits paid
$916,031
Administrative expenses
$59,527
Total expenses
$975,660
Net increase / (decrease)
$1,632,232

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Workplace Services, LLCPLAN ADMINISTRATOR$3,677$02023

Related Form 5500 pages