2023 Form 5500 filing — Svb Securities 401(K) 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 20241008142433NAL0008456963001) for Svb Securities 401(K) Plan, reported by Leerink Partners LLC under EIN 42-1738148 and plan number 001. It reports 655 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008142433NAL0008456963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leerink Partners LLC
- EIN
- 42-1738148
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 655
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,332,847
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,332,847
- Employer contributions
- $785,120
- Participant contributions
- $7,658,438
- Total income / additions
- $18,177,188
- Benefits paid
- $8,617,713
- Administrative expenses
- $133,320
- Total expenses
- $8,753,447
- Net increase / (decrease)
- $9,423,741
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $80,598 | not reported in the loaded dataset |
| Baker Tilly Virchow Krause, Llp | AUDITOR | $31,750 | not reported in the loaded dataset |
| The Angell Pension Group Inc | CONTRACT ADMIN | $20,272 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |