Original filing (PDF)20240605091045NAL0009832643001

BRUNELL SOUTHDOWN OPTICIANS, INC.

Name: BRUNELL SOUTHDOWN OPTICIANS, INC. — BRUNELL SOUTHDOWN OPTICIANS, INC. DEFINED BENEFIT PLAN, Form 5500 (2022)
Creator: BRUNELL SOUTHDOWN OPTICIANS, INC.

Form 5500-SF

FILING_RECEIVED

BRUNELL SOUTHDOWN OPTICIANS, INC. DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRUNELL SOUTHDOWN OPTICIANS, INC..

Plan sponsor

Name

BRUNELL SOUTHDOWN OPTICIANS, INC.

EIN

11-2238772all filings

Address

81 SALEM RIDGE DRIVE · HUNTINGTON, NY · 11743

Phone

(631) 271-0550

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-09-01

Tax period

2023-08-31

Filed

2024-06-05

Pension benefit codes

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

BURCHELL ADVANCED PRACTICE SERVICES

BURCHELL ADVANCED PRACTICE SERVICES CASH BALANCE PLAN

ADVENT SPEECH AND FEEDING THERAPY, LLC

ADVENT SPEECH AND FEEDING THERAPY, LLC 401(K) PROFIT SHARING PLAN

CANCER ALLIANCE OF NEBRASKA

CANCER ALLIANCE OF NEBRASKA 401(K) PROFIT SHARING PLAN & TRUST

VOLUSIA ANESTHESIOLOGY ASSOCIATES, P.A.

VOLUSIA ANESTHESIOLOGY ASSOCIATES, P.A. 401(K) PLAN

ADVANCED SPINE & PAIN MANAGEMENT, INC.

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.