How many Form 5500 benefit plans are loaded for Bullville, NY?

1 plan(s) reported by 1 sponsor(s) are loaded for Bullville, NY.

Bullville, 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, Bullville, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $405,388 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 Bullville

1 loaded plans hold $405.4K in reported assets across 1 sponsors.
The largest, Big O, Inc. 401(K) Profit Sharing Plan And Trust, holds 100% of reported Bullville plan assets.
Plans cover 5 participants — about 5 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$405.4KSummed across loaded plans$405,388

Total reported assets$405.4K$405,388

Total reported participants5

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$405.4K total assets

Net assets$405.4KLiabilities—

Contributions & income

Employer contributions$51.5K

Participant contributions$49.6K

Total income / additions$112.5K

Expenses & distributions

Benefits paid / distributionsNot reported

Total expensesNot reported

Net increase / (decrease)$112.5K

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 Bullville, 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

Bullville market comparison

Largest plan share of assets100%Big O, Inc. 401(K) Profit Sharing Plan And Trust

Participants per plan5Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Bullville

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

1
Big O, Inc. 401(K) Profit Sharing Plan And Trust$405.4K
Big O, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bullville, NY?: 1 plan(s) reported by 1 sponsor(s) are loaded for Bullville, NY.