2023 Form 5500 filing — Buffalo Hearing & Speech Center, Inc. 401(K) 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 20241015102322NAL0016137059001) for Buffalo Hearing & Speech Center, Inc. 401(K) Plan, reported by Buffalo Hearing & Speech Center, Inc. under EIN 16-0776186 and plan number 001. It reports 410 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102322NAL0016137059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Buffalo Hearing & Speech Center, Inc.
- EIN
- 16-0776186
- Plan number
- 001
- Location
- Buffalo, NY
- Participants
- 410
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,108,576
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,108,576
- Employer contributions
- $232,373
- Participant contributions
- $1,220,842
- Total income / additions
- $3,779,117
- Benefits paid
- $1,432,771
- Administrative expenses
- $67,123
- Total expenses
- $1,499,894
- Net increase / (decrease)
- $2,279,223
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $392,318 | $0 |
| Lawley Retirement Advisors LLC | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,805 | not reported in the loaded dataset |