Plan5500

Colts Neck, NJ 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, Colts Neck, NJ has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $4,684,694 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Colts Neck

  • 4 loaded plans hold $4.7M in reported assets across 4 sponsors.
  • The largest, Phadke Associates, Inc Profit Sharing Plan, holds 57% of reported Colts Neck plan assets.
  • Plans cover 13 participants — about 3 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$4.7MSummed across loaded plans$4,684,694
Total reported assets$4.7M$4,684,694
Total reported participants13
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.7M total assets
Net assets$4.7MLiabilities$0
Contributions & income
Employer contributions$82.2K
Participant contributions$20.4K
Total income / additions-$1M
Expenses & distributions
Benefits paid / distributions$52K
Total expenses$52K
Net increase / (decrease)-$1.1M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Colts Neck, NJ 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

Colts Neck market comparison

Largest plan share of assets57%Phadke Associates, Inc Profit Sharing Plan
Participants per plan3Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Colts Neck

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

  1. 1
    Phadke Associates, Inc Profit Sharing Plan$2.7M
    Phadke Associates, Inc · 2023
  2. 2
    Rts Capital Services Inc. 401(K) Plan$1.5M
    Rts Capital Services, Inc. · 2023
  3. 3
    Jersey Shore Endeavors, Inc. Retirement Plan$553.9K
    Jersey Shore Endeavors, Inc. · 2023
  4. 4
    Gk Distilling, Inc. 401(K) Plan$0
    Gk Distilling, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Colts Neck, NJ?
4 plan(s) reported by 4 sponsor(s) are loaded for Colts Neck, NJ.

Related Form 5500 pages