University At Buffalo Neurosurgery, 401(K) Retirement Plan — Form 5500 plan (University At Buffalo Neurosurgery, Inc.)
Plain-English plan 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, University At Buffalo Neurosurgery, 401(K) Retirement Plan is a benefit plan reported by University At Buffalo Neurosurgery, Inc. under EIN 03-0445678 and plan number 001. The latest loaded filing year is 2023. The filing reports 331 participants and $29,318,118 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University At Buffalo Neurosurgery, Inc.
- EIN
- 03-0445678
- Plan number
- 001
- Plan type
- 2
- Location
- Williamsville, NY
- Latest filing year
- 2023
- Participants
- 331
- End-of-year plan assets
- $29,318,118
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 331 | H, C | 20240722135812NAL0017677520001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,318,118
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,318,118
- Net assets (BOY)
- $23,951,719
Income & contributions
- Employer contributions
- $1,102,640
- Participant contributions
- $1,118,261
- Total contributions
- $2,259,536
- Total income / additions
- $6,528,742
Expenses & distributions
- Benefits paid
- $1,140,095
- Administrative expenses
- $20,391
- Total expenses
- $1,162,343
- Net increase / (decrease)
- $5,366,399
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | ADVISOR | $12,865 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $5,218 | $0 | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTING - PENSION | $3,133 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University At Buffalo Neurosurgery, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Williamsville, NY
- Capfinancial Partners, LLC — Schedule C compensation
- Tiaa — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation