2023 Form 5500 filing — Brooks-Tlc Hospital System, Inc. 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924091729NAL0023281602001) for Brooks-Tlc Hospital System, Inc. 401(K) Retirement Plan, reported by Brooks-Tlc Hospital System, Inc. under EIN 16-0743301 and plan number 001. It reports 375 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924091729NAL0023281602001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brooks-Tlc Hospital System, Inc.
- EIN
- 16-0743301
- Plan number
- 001
- Location
- Dunkirk, NY
- Participants
- 375
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,012,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,012,217
- Employer contributions
- $0
- Participant contributions
- $22,794
- Total income / additions
- $687,574
- Benefits paid
- $1,229,436
- Administrative expenses
- $64,223
- Total expenses
- $1,292,924
- Net increase / (decrease)
- -$605,350
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $30,153 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $28,270 | $0 |
| Lumsden & Mccormick, Llp | AUDITOR | $5,800 | not reported in the loaded dataset |