· 2022–2024 · DOL EFAST2

BROOMFIELD & ASSOCIATES, INC. — BROOMFIELD & ASSOCIATES, INC. CASH BALANCE PENSION PLAN AND TRUST, Form 5500 (2022) | Form 5500 Search

Original filing (PDF)20231109153815NAL0031053024001

BROOMFIELD & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

BROOMFIELD & ASSOCIATES, INC. CASH BALANCE PENSION PLAN AND TRUST

Defined-benefit pension plan

Active participants

0

Accounts w/ balance

—

Plan assets (EOY)

$0

Net assets (EOY)

$0

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROOMFIELD & ASSOCIATES, INC..

Plan sponsor

Name

BROOMFIELD & ASSOCIATES, INC.

EIN

58-1849175

Address

P O BOX 1757 · LOGANVILLE, GA · 30052

Phone

(770) 992-8820

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-08-31

Filed

2023-11-09

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

1H · PBGC-terminated and closed out

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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