Broadstone Net Lease 401(K) Retirement Savings Plan — Form 5500 plan (Broadstone Employee Sub, LLC.)
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, Broadstone Net Lease 401(K) Retirement Savings Plan is a benefit plan reported by Broadstone Employee Sub, LLC. under EIN 84-3832970 and plan number 001. The latest loaded filing year is 2023. The filing reports 108 participants and $14,050,514 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Broadstone Employee Sub, LLC.
- EIN
- 84-3832970
- Plan number
- 001
- Plan type
- 2
- Location
- Victor, NY
- Latest filing year
- 2023
- Participants
- 108
- End-of-year plan assets
- $14,050,514
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 108 | H, C | 20241011084451NAL0010738803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,050,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,050,514
- Net assets (BOY)
- $10,784,026
Income & contributions
- Employer contributions
- $432,648
- Participant contributions
- $1,198,369
- Total contributions
- $1,633,189
- Total income / additions
- $3,820,732
Expenses & distributions
- Benefits paid
- $524,351
- Administrative expenses
- $29,893
- Total expenses
- $554,244
- Net increase / (decrease)
- $3,266,488
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | ADVISOR | $26,059 | not reported in the loaded dataset | 2023 |
| Kasperski Dinan & Rink Cpas, LLC | ACCOUNTANT/AUDITOR | $11,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$7,666 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Broadstone Employee Sub, LLC.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Victor, NY
- Stifel Nicolaus & Co Inc — Schedule C compensation
- Kasperski Dinan & Rink Cpas, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation