401(k)
2022 plan-year 401(k) DOL Form 5500

Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Beacon of Light Financial Services, Inc. · New York · Professional & Technical Services

What the 2023 filing shows

Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616 holds N/A for 3 participants.

N/A
total plan assets (2022 EOY)
3
covered participants
Total Assets (2023)
N/A
Participants
3
State
Industry
Professional & Technical Services

What the Filing Says About Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616

Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616 is a 401(k) retirement plan sponsored by Beacon of Light Financial Services, Inc., headquartered in New York. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 3 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 271550928, and the plan has been effective since 2013-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN271550928
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beacon of Light Financial Services, Inc.)

Year Plans Participants Total Assets
2022 1 3 N/A
2023 1 4 N/A
2024 1 3 N/A

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Frequently Asked Questions

How much money is in the Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616?
As of the 2022 Form 5500 filing, Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616 holds N/A in total assets with 3 participants. It is sponsored by Beacon of Light Financial Services, Inc..
What type of plan is Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616?
Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616 is a 401(k) plan. It has been effective since 2013-01-01. The plan is filed with the U.S. Department of Labor under EIN 271550928.
Who sponsors the Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616?
Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616 is sponsored by Beacon of Light Financial Services, Inc., located in New York. The sponsor's EIN is 271550928 and the plan operates in the Professional & Technical Services industry.
How did Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616 perform in 2022?
Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616 held N/A in total assets at the end of 2022.
Where can I find official filings for Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616?
Official Form 5500 filings for Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616 are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 271550928 or plan name at efast.dol.gov.
How does Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616 compare to other plans?
You can compare Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616 against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 271550928.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.