Plan5500

New Hartford, CT Form 5500 retirement and benefit plan filings

City Form 5500 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, New Hartford, CT has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $369,969 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in New Hartford

  • 3 loaded plans hold $370K in reported assets across 3 sponsors.
  • The largest, Gauthier 401k Plan, holds 38% of reported New Hartford plan assets.
  • Plans cover 4 participants — about 1 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$370KSummed across loaded plans$369,969
Total reported assets$370K$369,969
Total reported participants4
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$370K total assets
Net assets$370KLiabilities—
Contributions & income
Employer contributionsNot reported
Participant contributions$140
Total income / additions$7.6K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$7.6K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Hartford, CT plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

New Hartford market comparison

Largest plan share of assets38%Gauthier 401k Plan
Participants per plan1Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in New Hartford

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Gauthier 401k Plan$139.3K
    Gauthier Company · 2023
  2. 2
    Masters Commercial Capital Group, Inc. 401k Profit Sharing Plan$136.8K
    Masters Commercial Capital Group, Inc. · 2023
  3. 3
    Telstar Consulting Inc. 401k Profit Sharing Plan$93.9K
    Telstar Consulting Inc. · 2023

Largest plans in New Hartford → · New Hartford plans by participants → · New Hartford plans with financial data → · New Hartford plans with provider compensation → · $1B+ plans in New Hartford →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for New Hartford, CT?
3 plan(s) reported by 3 sponsor(s) are loaded for New Hartford, CT.

Related Form 5500 pages