2023 Form 5500 filing — Brookhaven Science Associates, LLC 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 20241015161707NAL0016858947001) for Brookhaven Science Associates, LLC 401(K) Plan, reported by Brookhaven Science Associates, LLC under EIN 11-3403915 and plan number 002. It reports 3,343 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161707NAL0016858947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brookhaven Science Associates, LLC
- EIN
- 11-3403915
- Plan number
- 002
- Location
- Upton, NY
- Participants
- 3,343
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $843,297,494
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $843,297,494
- Participant contributions
- $28,906,756
- Total income / additions
- $148,867,047
- Benefits paid
- $29,790,372
- Administrative expenses
- $180,956
- Total expenses
- $29,971,328
- Net increase / (decrease)
- $118,895,719
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Cref | TRUSTEE | $110,069 | $0 |
| Cap Financial Partners, LLC | NONE | $42,207 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | NONE | $14,720 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | NONE | $8,823 | not reported in the loaded dataset |