Plan5500

Mountain Lakes, 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, Mountain Lakes, NJ has 8 loaded benefit plan(s) reported by 8 plan sponsor(s), with $19,976,665 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
8
Latest filing year
2023

What stands out in Mountain Lakes

  • 8 loaded plans hold $20M in reported assets across 8 sponsors.
  • The largest, Flash Global Logistics, Inc. 401(K) Plan, holds 48% of reported Mountain Lakes plan assets.
  • Plans cover 274 participants — about 34 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 13% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20MSummed across loaded plans$19,952,239
Total reported assets$20M$19,976,665
Total reported participants274
Total reported liabilities$24.4K$24,426

Reported net position

Reported assets = net assets + liabilities (summed)$20M total assets
Net assets$20MLiabilities$24.4K
Contributions & income
Employer contributions$193.8K
Participant contributions$1.2M
Total income / additions$5.4M
Expenses & distributions
Benefits paid / distributions$2.1M
Total expenses$2.2M
Net increase / (decrease)$3.3M

Data coverage

Plans with financial statements8 / 8 (100%)
Plans with provider compensation1 / 8 (13%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mountain Lakes, 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

Mountain Lakes market comparison

Largest plan share of assets48%Flash Global Logistics, Inc. 401(K) Plan
Participants per plan34Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Mountain Lakes

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

  1. 1
    Flash Global Logistics, Inc. 401(K) Plan$9.5M
    Flash Global Logistics, Inc. · 2023
  2. 2
    Sloan Employees Profit-Sharing & 401k Plan$7.2M
    Sloan & Company, Inc. · 2023
  3. 3
    Maramark Enterprises Inc. Pension Transfer Trust Plan$1.8M
    Maramark Enterprises, Inc. · 2023
  4. 4
    Joseph A Besser Basic$518.2K
    J A Besser & Company, LLC · 2023
  5. 5
    Speak Softly Endeavors Inc. Retirement Plan$413.6K
    Speak Softly Endeavors Inc. · 2023
  6. 6
    Joseph A Besser Cpa Basic$200.2K
    J A Besser & Company, LLC · 2023
  7. 7
    Mrg Practice Transition Partners, Inc. 401(K) Plan$186.8K
    Mrg Practice Transition Partners, Inc. · 2023
  8. 8
    Daniel Walsh Group Inc. Retirement Plan$140K
    Daniel Walsh Group Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mountain Lakes, NJ?
8 plan(s) reported by 8 sponsor(s) are loaded for Mountain Lakes, NJ.

Related Form 5500 pages