Broadbase Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Broadbase 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, Broadbase Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Broadbase Inc under EIN 68-0067886 and plan number 001. The latest loaded filing year is 2023. The filing reports 619 participants and $2,480,744 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Broadbase Inc
EIN
68-0067886
Plan number
001
Plan type
2
Location
West Sacramento, CA
Latest filing year
2023
Participants
619
End-of-year plan assets
$2,480,744

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023619H, C20241202154548NAL0001044771001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,480,744
Total liabilities (EOY)
$0
Net assets (EOY)
$2,480,744
Net assets (BOY)
$1,936,467

Income & contributions

Employer contributions
$167,046
Participant contributions
$248,971
Total contributions
$416,017
Total income / additions
$813,114

Expenses & distributions

Benefits paid
$247,454
Administrative expenses
$18,386
Total expenses
$268,837
Net increase / (decrease)
$544,277

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Levelized Compensation AdvisorINVESTMENT ADVISORY$10,459not reported in the loaded dataset2023
Paychex, Inc.RECORDKEEPER$7,190not reported in the loaded dataset2023

Related Form 5500 pages