Stony Brook Business Ventures, LLC 401(K) Plan — Form 5500 plan (Stony Brook Business Ventures, 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, Stony Brook Business Ventures, LLC 401(K) Plan is a benefit plan reported by Stony Brook Business Ventures, LLC under EIN 27-3466435 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,278 participants and $71,941,632 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stony Brook Business Ventures, LLC
- EIN
- 27-3466435
- Plan number
- 001
- Plan type
- 2
- Location
- Commack, NY
- Latest filing year
- 2023
- Participants
- 1,278
- End-of-year plan assets
- $71,941,632
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,278 | H, C | 20241010095608NAL0009881219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,941,632
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,941,632
- Net assets (BOY)
- $55,589,274
Income & contributions
- Employer contributions
- $3,719,018
- Participant contributions
- $5,555,254
- Total contributions
- $9,630,800
- Total income / additions
- $19,038,852
Expenses & distributions
- Benefits paid
- $2,551,212
- Administrative expenses
- $132,821
- Total expenses
- $2,686,494
- Net increase / (decrease)
- $16,352,358
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $71,571 | $0 | 2023 |
| Ubs Financial Services Inc | ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT/AUDITOR | $11,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stony Brook Business Ventures, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Commack, NY
- Fidelity Investments Institutional — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Gettry Marcus Cpa, P.C. — Schedule C compensation