Plan5500

Upper Montclair, 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, Upper Montclair, NJ has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $109,806 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Upper Montclair

  • 1 loaded plans hold $109.8K in reported assets across 1 sponsors.
  • The largest, Solaria Health Ventures Inc. Retirement Plan, holds 100% of reported Upper Montclair plan assets.
  • Plans cover 2 participants — about 2 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$109.8KSummed across loaded plans$109,806
Total reported assets$109.8K$109,806
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$109.8K total assets
Net assets$109.8KLiabilities—
Contributions & income
Total income / additions$109.8K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$30
Net increase / (decrease)$109.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Upper Montclair, 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

Upper Montclair market comparison

Largest plan share of assets100%Solaria Health Ventures Inc. Retirement Plan
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Upper Montclair

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

  1. 1
    Solaria Health Ventures Inc. Retirement Plan$109.8K
    Solaria Health Ventures Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Upper Montclair, NJ?
1 plan(s) reported by 1 sponsor(s) are loaded for Upper Montclair, NJ.

Related Form 5500 pages