2023 Form 5500 filing — The Stony Brook School Defined Contribution 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 20240724122443NAL0012937089001) for The Stony Brook School Defined Contribution Plan, reported by The Stony Brook School under EIN 11-6112414 and plan number 003. It reports 293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$23.6MReported net assets$23,559,232

Participants293

Provider compensation$19.7K4 Schedule C row(s)$19,704

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240724122443NAL0012937089001
Plan sponsor: The Stony Brook School
EIN: 11-6112414
Plan number: 003
Location: Stony Brook, NY
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$23.6M total assets

Net assets$23.6MLiabilities$0

Money in vs. money out

Total income / additions$3.9M

Total expenses$1.5M

Benefits paid / distributions$1.5M

Contributions

Employer$457.9K

Participant$594.3K

Full reported line items

Total assets (EOY): $23,559,232
Total liabilities (EOY): $0
Net assets (EOY): $23,559,232
Employer contributions: $457,937
Participant contributions: $594,333
Total income / additions: $3,857,360
Benefits paid: $1,485,404
Administrative expenses: $19,629
Total expenses: $1,505,033
Net increase / (decrease): $2,352,327

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Nfp Retirement Inc.$16.2K
ADVISOR · Direct $16.2K
2
New Pinnacle Consulting Group, LLC$2.1K
CONSULTING - PENSION · Direct $2.1K
3
Tiaa$1.2K
RECORDKEEPER · Direct $1.2K · Indirect $0
4
Flexpath Strategies, LLC$207
ADVISOR · Direct $207

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240724122443NAL0012937089001 cover?: It is the 2023 Form 5500 filing for The Stony Brook School Defined Contribution Plan, reported by The Stony Brook School (EIN 11-6112414).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).