Plan5500

Campbell Hall, 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, Campbell Hall, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $2,376,088 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 Campbell Hall

  • 1 loaded plans hold $2.4M in reported assets across 1 sponsors.
  • The largest, Henry C. Alders Wholesale Florist, Inc. 401k Profit Sharing Plan And Trust, holds 100% of reported Campbell Hall plan assets.
  • Plans cover 50 participants — about 50 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$2.4MSummed across loaded plans$2,373,489
Total reported assets$2.4M$2,376,088
Total reported participants50
Total reported liabilities$2.6K$2,599

Reported net position

Reported assets = net assets + liabilities (summed)$2.4M total assets
Net assets$2.4MLiabilities$2.6K
Contributions & income
Employer contributions$46.4K
Participant contributions$85.7K
Total income / additions$433.3K
Expenses & distributions
Benefits paid / distributions$28.5K
Total expenses$28.5K
Net increase / (decrease)$404.8K

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 Campbell Hall, 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

Campbell Hall market comparison

Largest plan share of assets100%Henry C. Alders Wholesale Florist, Inc. 401k Profit Sharing Plan And Trust
Participants per plan50Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Campbell Hall

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

  1. 1
    Henry C. Alders Wholesale Florist, Inc. 401k Profit Sharing Plan And Trust$2.4M
    Henry C. Alders, Wholesale Florist Smith · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages