Employees 401(K) Retirement Plan — Form 5500 plan (Suffolk Restorative Therapy & Nursing LLC)
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, Employees 401(K) Retirement Plan is a benefit plan reported by Suffolk Restorative Therapy & Nursing LLC under EIN 26-3668051 and plan number 001. The latest loaded filing year is 2023. The filing reports 774 participants and $9,630,294 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Suffolk Restorative Therapy & Nursing LLC
- EIN
- 26-3668051
- Plan number
- 001
- Plan type
- 2
- Location
- Glen Cove, NY
- Latest filing year
- 2023
- Participants
- 774
- End-of-year plan assets
- $9,630,294
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 774 | H, C | 20250217095544NAL0001158003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,630,294
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,630,294
- Net assets (BOY)
- $5,913,662
Income & contributions
- Employer contributions
- $798,360
- Participant contributions
- $1,379,836
- Total contributions
- $2,763,272
- Total income / additions
- $4,011,168
Expenses & distributions
- Benefits paid
- $246,851
- Administrative expenses
- $40,230
- Total expenses
- $294,536
- Net increase / (decrease)
- $3,716,632
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement | RECORDKEEPER | $21,473 | $0 | 2023 |
| Heritage Pension Advisors, Inc. | CONTRACT ADMINISTRATOR | $18,078 | not reported in the loaded dataset | 2023 |