Springbrook Employees 401(K) Plan — Form 5500 plan (Springbrook Ny, Inc.)

Plain-English plan 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, Springbrook Employees 401(K) Plan is a benefit plan reported by Springbrook Ny, Inc. under EIN 15-0539129 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,684 participants and $39,214,177 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Springbrook Ny, Inc.
EIN
15-0539129
Plan number
002
Plan type
2
Location
Oneonta, NY
Latest filing year
2023
Participants
1,684
End-of-year plan assets
$39,214,177

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,684H, C20241007063802NAL0008694547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,214,177
Total liabilities (EOY)
$0
Net assets (EOY)
$39,214,177
Net assets (BOY)
$32,305,204

Income & contributions

Employer contributions
$2,277,472
Participant contributions
$2,229,627
Total contributions
$4,659,919
Total income / additions
$10,149,912

Expenses & distributions

Benefits paid
$3,153,665
Administrative expenses
$85,058
Total expenses
$3,240,939
Net increase / (decrease)
$6,908,973

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$85,058$02023

Related Form 5500 pages