Original filing (PDF)20240605090632NAL0035677888001

BRUNELL SOUTHDOWN OPTICIANS, INC.

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

Form 5500-SF

FILING_RECEIVED

BRUNELL SOUTHDOWN OPTICIANS, INC. PROFIT SHARING PLAN

Defined-contribution retirement 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

100

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

003

Plan year

2022

Plan year begin

2022-09-01

Tax period

2023-08-31

Filed

2024-06-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

WILLOW RUN VETERINARY CLINIC, INC. DEFINED BENEFIT PLAN & TRUST

WILLOW RUN VETERINARY CLINIC, INC., DEFINED BENEFIT PLAN & TRUST

RURAL ANESTHESIA MANAGEMENT, LLC

RURAL ANESTHESIA MANAGEMENT, LLC CASH BALANCE PENSION PLAN

INNER GUIDANCE SERVICES INC.

INNER GUIDANCE SERVICES 401(K) PLAN

SD BOTOX ACQUISITION PC

DR EDWARD PARVER DVM

DR EDWARD PARVER KEOGH PLAN

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