Plan5500

Coram, 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, Coram, NY has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $3,759,033 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Coram

  • 2 loaded plans hold $3.8M in reported assets across 1 sponsors.
  • The largest, Nature'S Value Inc. 401(K) And Profit Sharing Plan, holds 100% of reported Coram plan assets.
  • Plans cover 553 participants — about 277 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.8MSummed across loaded plans$3,759,033
Total reported assets$3.8M$3,759,033
Total reported participants553
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.8M total assets
Net assets$3.8MLiabilities$0
Contributions & income
Employer contributions$150K
Participant contributions$247.1K
Total income / additions$763.4K
Expenses & distributions
Benefits paid / distributions$184.8K
Total expenses$226.8K
Net increase / (decrease)$536.6K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Coram market comparison

Largest plan share of assets100%Nature'S Value Inc. 401(K) And Profit Sharing Plan
Participants per plan277Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Coram

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

  1. 1
    Nature'S Value Inc. 401(K) And Profit Sharing Plan$3.8M
    Natures Value Inc. · 2023
  2. 2
    Natures Value, Inc. Employee Benefit Plannot reported in the loaded dataset
    Natures Value, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages