The Broussard Group Employee Benefit Plan & Trust — Form 5500 plan (The Broussard Group)
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, The Broussard Group Employee Benefit Plan & Trust is a benefit plan reported by The Broussard Group under EIN 72-1447933 and plan number 501. The latest loaded filing year is 2023. The filing reports 292 participants and $419,312 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Broussard Group
- EIN
- 72-1447933
- Plan number
- 501
- Plan type
- 2
- Location
- Lake Charles, LA
- Latest filing year
- 2023
- Participants
- 292
- End-of-year plan assets
- $419,312
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 292 | H, C | 20241014142224NAL0046339296004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $419,312
- Total liabilities (EOY)
- $164,265
- Net assets (EOY)
- $255,047
- Net assets (BOY)
- $893,506
Income & contributions
- Employer contributions
- $1,975,861
- Participant contributions
- $1,211,115
- Total contributions
- $3,186,976
- Total income / additions
- $3,923,932
Expenses & distributions
- Benefits paid
- $4,434,341
- Administrative expenses
- $128,050
- Total expenses
- $4,562,391
- Net increase / (decrease)
- -$638,459
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ima, Inc. | CONTRACT | $124,760 | not reported in the loaded dataset | 2023 |