Plan5500

Carmel, 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, Carmel, NY has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $11,586,613 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Carmel

  • 5 loaded plans hold $11.6M in reported assets across 4 sponsors.
  • The largest, Putnam County National Bank Pension Plan As A Member Of The New York State Bankers Retirement System, holds 49% of reported Carmel plan assets.
  • Plans cover 142 participants — about 28 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$11.6MSummed across loaded plans$11,586,613
Total reported assets$11.6M$11,586,613
Total reported participants142
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.6M total assets
Net assets$11.6MLiabilities$0
Contributions & income
Employer contributions$357.9K
Participant contributions$290.9K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

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

Carmel market comparison

Largest plan share of assets49%Putnam County National Bank Pension Plan As A Member Of The New York State Bankers Retirement System
Participants per plan28Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Carmel

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

  1. 1
    Putnam County National Bank Pension Plan As A Member Of The New York State Bankers Retirement System$5.6M
    Putnam County National Bank · 2023
  2. 2
    Meadowland Of Carmel 401(K) Plan$4.2M
    Meadowland Of Carmel · 2023
  3. 3
    Pai Orthodontics Pllc Profit Sharing Plan$1M
    Pai Orthodontics Pllc D/B/A/ Putnam Orthodontics · 2023
  4. 4
    Pai Orthodontics Pllc Cash Balance Plan$744.2K
    Pai Orthodontics Pllc D/B/A/ Putnam Orthodontics · 2023
  5. 5
    Hansen Office Solutions, Inc. 401(K) Plan$0
    Hansen Office Solutions, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Carmel, NY?
5 plan(s) reported by 4 sponsor(s) are loaded for Carmel, NY.

Related Form 5500 pages