Plan Ledger DOL Form 5500 · updated monthly

The Broussard Group, Inc. dba Tbg PartnersESOP

TBG PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN · AUSTIN, TX · plan year 2023

Employer contribution per participant · 2023
$10,485

The Broussard Group, Inc. dba Tbg Partners's 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $12,100,720 across 171 participant accounts, with employer contributions averaging $10,485 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,773rd-largest of 5,688 plans among Texas employers on file, and 7,363rd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$12,100,720
Participants with balances171
Active participants99
Employer contributions$1,037,971
Employee contributions—
Employer contribution per active participant$10,485
Average account balance$70,764
Benefits paid to participants$650,997
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 164 accts · $740K emplr
2023$12.1M · 171 accts · $1.0M emplr
2022$8.9M · 163 accts · $603K emplr
Employer contributions to the The Broussard Group, Inc. dba Tbg Partners plan · 2023
Employer contribution per active participant$10,485
Median for plans this size$2,440
2024$7,954 per active participant
2023$10,485 per active participant
2022$6,623 per active participant

The Broussard Group, Inc. dba Tbg Partners's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
All plans at this employer2
TBG PARTNERS 401(K) PLAN401(k)
TBG PARTNERS EMPLOYEE STOCK OWNERSHIP PLANESOP
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Source: U.S. Department of Labor, Form 5500 series, EIN 742485594 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.