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Sponsor portfolio

BROOKHAVEN GASTROENTEROLOGY ASSOCIATES, P.C.

EIN 11-2492293-medical practice-Latest filing 2025
Plans
3
Retirement
3
$16.7M assets
Welfare
0
Participants
255
260 PATCHOGUE YAPHANK ROAD SUITE C - EAST PATCHOGUE, NY 11772631-289-2716brookhavengastro.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$12.5M - 93 part#002CashBalance-$3.9M - 66 part#003ProfitSharing-$265K - 96 part

Retirement portfolio analytics

3 plans aggregated / $16.7M assets / 255 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • SAFE HARBOR 401(K) (#001)75%
  • ASSOCIATES, P.C. PENSION (#002)24%
  • SHARING PLAN II (#003)2%
Total $16.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING PLAN II (#003)96
  • SAFE HARBOR 401(K) (#001)93
  • ASSOCIATES, P.C. PENSION (#002)66
Total 255Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BROOKHAVEN GASTROENTEROLOGY ASSOCIATES, P.C. SAFE HARBOR 401(K) PLAN

401k

Assets$12.5M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BROOKHAVEN GASTROENTEROLOGY ASSOCIATES, P.C. PENSION PLAN

CashBalance

Assets$3.9M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BROOKHAVEN GASTROENTEROLOGY ASSOCIATES, P.C. PROFIT SHARING PLAN II

ProfitSharing

Assets$265K
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001BROOKHAVEN GASTROENTEROLOGY ASSOCIATES, P.C. SAFE HARBOR 401(K) PLAN401k$12.5M932025
002BROOKHAVEN GASTROENTEROLOGY ASSOCIATES, P.C. PENSION PLANCashBalance$3.9M662024
003BROOKHAVEN GASTROENTEROLOGY ASSOCIATES, P.C. PROFIT SHARING PLAN IIProfitSharing$265K962024
Retirement plans
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