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, Broaddus & Associates, Inc. 401(K) Plan is a benefit plan reported by Broaddus & Associates, Inc. under EIN 74-2985884 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $12,179,067 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,179,067
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,179,067
- Net assets (BOY)
- $12,605,150
Income & contributions
- Employer contributions
- $621,653
- Participant contributions
- $1,102,889
- Total contributions
- $1,858,208
- Total income / additions
- $3,595,011
Expenses & distributions
- Benefits paid
- $3,980,965
- Administrative expenses
- $40,129
- Total expenses
- $4,021,094
- Net increase / (decrease)
- -$426,083