2023 Form 5500 filing — Broward Partnership For The Homeless, Inc. Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250715135529NAL0002252609001) for Broward Partnership For The Homeless, Inc. Retirement Plan, reported by Broward Partnership For The Homeless under EIN 65-0777033 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715135529NAL0002252609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Broward Partnership For The Homeless
- EIN
- 65-0777033
- Plan number
- 001
- Location
- Fort Lauderdale, FL
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,365,956
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,365,956
- Employer contributions
- $111,026
- Participant contributions
- $250,253
- Total income / additions
- $916,789
- Benefits paid
- $266,309
- Administrative expenses
- $20,961
- Total expenses
- $290,488
- Net increase / (decrease)
- $626,301
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RCORDKEEPER | $19,180 | not reported in the loaded dataset |
| Ameriprise Financial Services | BROKER/ADVISOR | $0 | $14,058 |
| Admin Partners, LLC | CONTRACT ADMIN | $1,788 | not reported in the loaded dataset |