2023 Form 5500 filing — University At Buffalo Neurosurgery, 401(K) Retirement 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 20240722135812NAL0017677520001) for University At Buffalo Neurosurgery, 401(K) Retirement Plan, reported by University At Buffalo Neurosurgery, Inc. under EIN 03-0445678 and plan number 001. It reports 331 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722135812NAL0017677520001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University At Buffalo Neurosurgery, Inc.
- EIN
- 03-0445678
- Plan number
- 001
- Location
- Williamsville, NY
- Participants
- 331
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,318,118
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,318,118
- Employer contributions
- $1,102,640
- Participant contributions
- $1,118,261
- Total income / additions
- $6,528,742
- Benefits paid
- $1,140,095
- Administrative expenses
- $20,391
- Total expenses
- $1,162,343
- Net increase / (decrease)
- $5,366,399
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | ADVISOR | $12,865 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $5,218 | $0 |
| New Pinnacle Consulting Group, LLC | CONSULTING - PENSION | $3,133 | not reported in the loaded dataset |