Plan5500

Bellmore, NY 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, Bellmore, NY has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $7,503,195 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023

What stands out in Bellmore

  • 7 loaded plans hold $7.5M in reported assets across 6 sponsors.
  • The largest, Amd & Associates, Inc. Cash Balance Plan, holds 28% of reported Bellmore plan assets.
  • Plans cover 43 participants — about 6 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$7.5MSummed across loaded plans$7,503,195
Total reported assets$7.5M$7,503,195
Total reported participants43
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.5M total assets
Net assets$7.5MLiabilities$0
Contributions & income
Employer contributions$265.5K
Participant contributions$169.8K
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$4.4K
Total expenses$34.5K
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements7 / 7 (100%)
Plans with provider compensation0 / 7 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bellmore, NY 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

Bellmore market comparison

Largest plan share of assets28%Amd & Associates, Inc. Cash Balance Plan
Participants per plan6Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Bellmore

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

  1. 1
    Amd & Associates, Inc. Cash Balance Plan$2.1M
    Amd & Associates, Inc. · 2023
  2. 2
    Amd & Associates, Inc. 401(K) Profit Sharing Plan$2.1M
    Amd & Associates, Inc. · 2023
  3. 3
    Zelda Holdings Corp. Retirement Plan$1.4M
    Zelda Holdings Corp. · 2023
  4. 4
    Sachem Eye Care 401(K) Plan$1M
    Pscg Optics Inc. · 2023
  5. 5
    Ni Nan Acupuncture Pc 401(K) Profit Sharing Plan & Trust$657.8K
    Ni Nan Acupuncture Pc · 2023
  6. 6
    Adventure Retail Incorporated 401(K) Plan$276.7K
    Adventure Retail Incorporated · 2023
  7. 7
    C&L Fit, Inc. 401(K) Plan$0
    C&L Fit, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bellmore, NY?
7 plan(s) reported by 6 sponsor(s) are loaded for Bellmore, NY.

Related Form 5500 pages