Buffalo Hearing & Speech Center, Inc. 401(K) Plan — Form 5500 plan (Buffalo Hearing & Speech Center, 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, Buffalo Hearing & Speech Center, Inc. 401(K) Plan is a benefit plan reported by Buffalo Hearing & Speech Center, Inc. under EIN 16-0776186 and plan number 001. The latest loaded filing year is 2023. The filing reports 410 participants and $16,108,576 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Buffalo Hearing & Speech Center, Inc.
- EIN
- 16-0776186
- Plan number
- 001
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 410
- End-of-year plan assets
- $16,108,576
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 410 | H, C | 20241015102322NAL0016137059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,108,576
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,108,576
- Net assets (BOY)
- $13,829,353
Income & contributions
- Employer contributions
- $232,373
- Participant contributions
- $1,220,842
- Total contributions
- $1,512,870
- Total income / additions
- $3,779,117
Expenses & distributions
- Benefits paid
- $1,432,771
- Administrative expenses
- $67,123
- Total expenses
- $1,499,894
- Net increase / (decrease)
- $2,279,223
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $392,318 | $0 | 2023 |
| Lawley Retirement Advisors LLC | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,805 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Buffalo Hearing & Speech Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Buffalo, NY
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Lawley Retirement Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation