Federal Broach Holdings 401(K) Savings Plan — Form 5500 plan (Federal Broach Holdings, 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, Federal Broach Holdings 401(K) Savings Plan is a benefit plan reported by Federal Broach Holdings, LLC under EIN 20-5853585 and plan number 001. The latest loaded filing year is 2023. The filing reports 115 participants and $13,326,833 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Federal Broach Holdings, LLC
EIN
20-5853585
Plan number
001
Plan type
2
Location
Harrison, MI
Latest filing year
2023
Participants
115
End-of-year plan assets
$13,326,833

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023115H, C20241011165709NAL0039565328001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,326,833
Total liabilities (EOY)
$0
Net assets (EOY)
$13,326,833
Net assets (BOY)
$13,723,893

Income & contributions

Employer contributions
$194,297
Participant contributions
$346,985
Total contributions
$541,282
Total income / additions
$2,586,102

Expenses & distributions

Benefits paid
$2,917,489
Administrative expenses
$65,673
Total expenses
$2,983,162
Net increase / (decrease)
-$397,060

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gregory J. Schwartz & Co., IncINVESTMENT ADVISOR$36,960not reported in the loaded dataset2023
July Business Service, Inc.RECORDKEEPER & TPA$35,792not reported in the loaded dataset2023

Related Form 5500 pages