Svb Securities 401(K) Plan — Form 5500 plan (Leerink Partners LLC)
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, Svb Securities 401(K) Plan is a benefit plan reported by Leerink Partners LLC under EIN 42-1738148 and plan number 001. The latest loaded filing year is 2023. The filing reports 655 participants and $67,332,847 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leerink Partners LLC
- EIN
- 42-1738148
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 655
- End-of-year plan assets
- $67,332,847
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 655 | H, C | 20241008142433NAL0008456963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,332,847
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,332,847
- Net assets (BOY)
- $57,909,106
Income & contributions
- Employer contributions
- $785,120
- Participant contributions
- $7,658,438
- Total contributions
- $8,511,729
- Total income / additions
- $18,177,188
Expenses & distributions
- Benefits paid
- $8,617,713
- Administrative expenses
- $133,320
- Total expenses
- $8,753,447
- Net increase / (decrease)
- $9,423,741
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $80,598 | not reported in the loaded dataset | 2023 |
| Baker Tilly Virchow Krause, Llp | AUDITOR | $31,750 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group Inc | CONTRACT ADMIN | $20,272 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Leerink Partners LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Kestra Advisory Services LLC — Schedule C compensation
- Baker Tilly Virchow Krause, Llp — Schedule C compensation
- The Angell Pension Group Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation