Plan5500

North Caldwell, 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, North Caldwell, NJ has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $13,891,855 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 North Caldwell

  • 4 loaded plans hold $13.9M in reported assets across 4 sponsors.
  • The largest, Maestro Financial Solutions, LLC Incentive Savings Plan, holds 69% of reported North Caldwell plan assets.
  • Plans cover 130 participants — about 33 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$13.9MSummed across loaded plans$13,891,855
Total reported assets$13.9M$13,891,855
Total reported participants130
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.9M total assets
Net assets$13.9MLiabilities$0
Contributions & income
Employer contributions$1.8M
Participant contributions$1.1M
Total income / additions$5.1M
Expenses & distributions
Benefits paid / distributions$98.7K
Total expenses$120.3K
Net increase / (decrease)$5M

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 North Caldwell, 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

North Caldwell market comparison

Largest plan share of assets69%Maestro Financial Solutions, LLC Incentive Savings Plan
Participants per plan33Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in North Caldwell

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

  1. 1
    Maestro Financial Solutions, LLC Incentive Savings Plan$9.6M
    Maestro Financial Solutions, LLC · 2023
  2. 2
    Philip E Lutz Mdpc Profit Sharing Plan$2.6M
    Philip Lutz · 2023
  3. 3
    Arthur Gary Katz Cash Balance Plan$1.6M
    Arthur Gary Katz · 2023
  4. 4
    Singer Associates Group 401k Trust$197.8K
    Singer Bread Route Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages