Plan5500

Breeden Mechanical, Inc. Profit Sharing Plan — Form 5500 plan (Breeden Mechanical, Inc.)

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, Breeden Mechanical, Inc. Profit Sharing Plan is a benefit plan reported by Breeden Mechanical, Inc. under EIN 52-1089530 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $10,083,443 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Breeden Mechanical, Inc.
EIN
52-1089530
Plan number
001
Plan type
2
Location
Manassas, VA
Latest filing year
2023
Participants
239
End-of-year plan assets
$10,083,443

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023239H, C20251113085933NAL0001187729001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,083,443
Total liabilities (EOY)
$0
Net assets (EOY)
$10,083,443
Net assets (BOY)
$7,971,943

Income & contributions

Employer contributions
$345,545
Participant contributions
$600,653
Total contributions
$1,030,793
Total income / additions
$2,396,136

Expenses & distributions

Benefits paid
$237,354
Administrative expenses
$45,488
Total expenses
$284,636
Net increase / (decrease)
$2,111,500

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Fiduciary Group LLCINVESTMENT ADVISOR$25,917not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$16,713$02023
Empower Advisory Group, LLCINVESTMENT MGMT$2,858not reported in the loaded dataset2023

Related Form 5500 pages