Plan5500

Kendall Park, 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, Kendall Park, NJ has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $1,677,334 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Kendall Park

  • 5 loaded plans hold $1.7M in reported assets across 5 sponsors.
  • The largest, Agt And Associates Inc. Retirement Plan, holds 43% of reported Kendall Park plan assets.
  • Plans cover 14 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$1.7MSummed across loaded plans$1,677,334
Total reported assets$1.7M$1,677,334
Total reported participants14
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.7M total assets
Net assets$1.7MLiabilities$0
Contributions & income
Employer contributions$25.1K
Participant contributions$70.8K
Total income / additions$355.9K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$25
Net increase / (decrease)$355.8K

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Kendall Park, 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

Kendall Park market comparison

Largest plan share of assets43%Agt And Associates Inc. Retirement Plan
Participants per plan3Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Kendall Park

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

  1. 1
    Agt And Associates Inc. Retirement Plan$726.9K
    Agt And Associates Inc. · 2023
  2. 2
    Fidelity Self-Employed 401 (K) - Ajn Consulting Services LLC$587.5K
    Ajn Consulting Services LLC · 2023
  3. 3
    Borronet Corp. Profit Sharing Plan$284.1K
    Borronet Corp. · 2023
  4. 4
    Kannan Group, Inc. Profit Sharing Plan$41K
    Kannan Group, Inc. · 2023
  5. 5
    Kdb82783 Inc. 401(K) Plan$37.8K
    Kdb82783 Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Kendall Park, NJ?
5 plan(s) reported by 5 sponsor(s) are loaded for Kendall Park, NJ.

Related Form 5500 pages