Broward Partnership For The Homeless, Inc. Retirement Plan — Form 5500 plan (Broward Partnership For The Homeless)
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, Broward Partnership For The Homeless, Inc. Retirement Plan is a benefit plan reported by Broward Partnership For The Homeless under EIN 65-0777033 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $3,365,956 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Broward Partnership For The Homeless
- EIN
- 65-0777033
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Lauderdale, FL
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $3,365,956
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20250715135529NAL0002252609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,365,956
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,365,956
- Net assets (BOY)
- $2,739,655
Income & contributions
- Employer contributions
- $111,026
- Participant contributions
- $250,253
- Total contributions
- $379,990
- Total income / additions
- $916,789
Expenses & distributions
- Benefits paid
- $266,309
- Administrative expenses
- $20,961
- Total expenses
- $290,488
- Net increase / (decrease)
- $626,301
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RCORDKEEPER | $19,180 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial Services | BROKER/ADVISOR | $0 | $14,058 | 2023 |
| Admin Partners, LLC | CONTRACT ADMIN | $1,788 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Broward Partnership For The Homeless
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Lauderdale, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Ameriprise Financial Services — Schedule C compensation
- Admin Partners, LLC — Schedule C compensation