Succasunna, 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, Succasunna, NJ has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $7,428,121 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
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $7,428,121
- Total reported liabilities (EOY)
- $267,138
- Total reported net assets (EOY)
- $7,160,983
Contributions & income
- Employer contributions
- $400,654
- Participant contributions
- $665,205
- Total income / additions
- $2,144,982
Expenses & distributions
- Benefits paid / distributions
- $1,358,574
- Total expenses
- $1,565,301
- Net increase / (decrease)
- $579,681
Coverage
- Total reported participants
- 652
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Succasunna, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Merry Heart Personnel Corp 401(K) Profit Sharing Plan & Trust | Merry Heart Personnel Corp | $7,373,084 | 2023 |
| Holland Manufacturing Company Employee Benefit Plan | Holland Manufacturing Company | $55,037 | 2023 |
| Holland Manufacturing Company Health And Welfare Plan | Holland Manufacturing Company | not reported in the loaded dataset | 2023 |
| Merry Heart Personnel Corp. Health & Welfare Plans | Merry Heart Personnel Corp. | not reported in the loaded dataset | 2023 |
Largest plans in Succasunna → · Succasunna plans by participants → · Succasunna plans with financial data → · Succasunna plans with provider compensation → · $1B+ plans in Succasunna →
Related Form 5500 pages
- All NJ Form 5500 filings
- Merry Heart Personnel Corp 401(K) Profit Sharing Plan & Trust (plan 001)
- Merry Heart Personnel Corp — all reported plans
- Holland Manufacturing Company Employee Benefit Plan (plan 502)
- Holland Manufacturing Company — all reported plans
- Holland Manufacturing Company Health And Welfare Plan (plan 501)
- Merry Heart Personnel Corp. Health & Welfare Plans (plan 501)
- Methodology
- Data sources