Civic Intelligence

Broad Street Financial

Plan context: Broad Street Financial LLC 401(K) Plan

EIN 82-4615845 • Radnor, PA • 4 filings • 1 plans

201 King Of Prussia RdSuite 501Radnor, PA 19087
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$477,721

2025 Contributions

$111,405

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$477,721$238,861$0202220242025YearValue
$477,721Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1260202220242025YearValue
12Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025112$477,721$111,405$9,284iApproximate average salary by contribution assumption: employee only about $232,094 at 4% or $154,729 at 6%; with 50% employer match about $154,729 at 4% or $103,153 at 6%; with 100% employer match about $116,047 at 4% or $77,365 at 6%.
Broad Street Financial LLC 401(K) Plan-12$477,721$111,405$9,284iApproximate average salary by contribution assumption: employee only about $232,094 at 4% or $154,729 at 6%; with 50% employer match about $154,729 at 4% or $103,153 at 6%; with 100% employer match about $116,047 at 4% or $77,365 at 6%.
2024111$312,342$85,921$7,811iApproximate average salary by contribution assumption: employee only about $195,275 at 4% or $130,183 at 6%; with 50% employer match about $130,183 at 4% or $86,789 at 6%; with 100% employer match about $97,638 at 4% or $65,092 at 6%.
Broad Street Financial LLC 401(K) Plan-11$312,342$85,921$7,811iApproximate average salary by contribution assumption: employee only about $195,275 at 4% or $130,183 at 6%; with 50% employer match about $130,183 at 4% or $86,789 at 6%; with 100% employer match about $97,638 at 4% or $65,092 at 6%.
2023111$203,159$109,896$9,991iApproximate average salary by contribution assumption: employee only about $249,764 at 4% or $166,509 at 6%; with 50% employer match about $166,509 at 4% or $111,006 at 6%; with 100% employer match about $124,882 at 4% or $83,255 at 6%.
Broad Street Financial LLC 401(K) Plan-11$203,159$109,896$9,991iApproximate average salary by contribution assumption: employee only about $249,764 at 4% or $166,509 at 6%; with 50% employer match about $166,509 at 4% or $111,006 at 6%; with 100% employer match about $124,882 at 4% or $83,255 at 6%.
2022110$60,038$67,999$6,800iApproximate average salary by contribution assumption: employee only about $169,998 at 4% or $113,332 at 6%; with 50% employer match about $113,332 at 4% or $75,554 at 6%; with 100% employer match about $84,999 at 4% or $56,666 at 6%.
Broad Street Financial LLC 401(K) Plan-10$60,038$67,999$6,800iApproximate average salary by contribution assumption: employee only about $169,998 at 4% or $113,332 at 6%; with 50% employer match about $113,332 at 4% or $75,554 at 6%; with 100% employer match about $84,999 at 4% or $56,666 at 6%.