2023 Form 5500 filing — Employees 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 20250217095544NAL0001158003001) for Employees 401(K) Retirement Plan, reported by Suffolk Restorative Therapy & Nursing LLC under EIN 26-3668051 and plan number 001. It reports 774 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217095544NAL0001158003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Suffolk Restorative Therapy & Nursing LLC
- EIN
- 26-3668051
- Plan number
- 001
- Location
- Glen Cove, NY
- Participants
- 774
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,630,294
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,630,294
- Employer contributions
- $798,360
- Participant contributions
- $1,379,836
- Total income / additions
- $4,011,168
- Benefits paid
- $246,851
- Administrative expenses
- $40,230
- Total expenses
- $294,536
- Net increase / (decrease)
- $3,716,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement | RECORDKEEPER | $21,473 | $0 |
| Heritage Pension Advisors, Inc. | CONTRACT ADMINISTRATOR | $18,078 | not reported in the loaded dataset |