Brooks-Tlc Hospital System, Inc. 401(K) Retirement Plan — Form 5500 plan (Brooks-Tlc Hospital System, 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, Brooks-Tlc Hospital System, Inc. 401(K) Retirement Plan is a benefit plan reported by Brooks-Tlc Hospital System, Inc. under EIN 16-0743301 and plan number 001. The latest loaded filing year is 2023. The filing reports 375 participants and $4,012,217 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brooks-Tlc Hospital System, Inc.
- EIN
- 16-0743301
- Plan number
- 001
- Plan type
- 2
- Location
- Dunkirk, NY
- Latest filing year
- 2023
- Participants
- 375
- End-of-year plan assets
- $4,012,217
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 375 | H, C | 20240924091729NAL0023281602001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,012,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,012,217
- Net assets (BOY)
- $4,617,567
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $22,794
- Total contributions
- $22,794
- Total income / additions
- $687,574
Expenses & distributions
- Benefits paid
- $1,229,436
- Administrative expenses
- $64,223
- Total expenses
- $1,292,924
- Net increase / (decrease)
- -$605,350
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $30,153 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $28,270 | $0 | 2023 |
| Lumsden & Mccormick, Llp | AUDITOR | $5,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brooks-Tlc Hospital System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Dunkirk, NY
- Commonwealth Equity Services LLC Db — Schedule C compensation
- Capital Group Retirement Plan Svcs. — Schedule C compensation
- Lumsden & Mccormick, Llp — Schedule C compensation