Plan5500

East Amherst, 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, East Amherst, NY has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $2,524,940 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
6
Latest filing year
2023

What stands out in East Amherst

  • 6 loaded plans hold $2.5M in reported assets across 6 sponsors.
  • The largest, Zima Holdings Employee Stock Ownership Plan, holds 44% of reported East Amherst plan assets.
  • Plans cover 210 participants — about 35 per plan.
  • 83% 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$1.5MSummed across loaded plans$1,486,353
Total reported assets$2.5M$2,524,940
Total reported participants210
Total reported liabilities$1M$1,038,587

Reported net position

Reported assets = net assets + liabilities (summed)$2.5M total assets
Net assets$1.5MLiabilities$1M
Contributions & income
Employer contributions$131.2K
Participant contributions$54K
Total income / additions$74.3K
Expenses & distributions
Benefits paid / distributions$17.3K
Total expenses$56.1K
Net increase / (decrease)$18.3K

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation0 / 6 ()

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

East Amherst market comparison

Largest plan share of assets44%Zima Holdings Employee Stock Ownership Plan
Participants per plan35Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in East Amherst

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

  1. 1
    Zima Holdings Employee Stock Ownership Plan$1.1M
    Zima Holdings, Inc. · 2023
  2. 2
    Mksmbrds Holding Co. Retirement Plan$1.1M
    Mksmbrds Holding Co., Inc. · 2023
  3. 3
    Boutique Fitness Wny, Inc. Retirement Plan$186K
    Boutique Fitness Wny, Inc. · 2023
  4. 4
    Repicci And Romanowski M D LLC 401(K) Profit Sharing Plan & Trust$164.6K
    Repicci And Romanowski M D LLC · 2023
  5. 5
    Kimidi, Inc. 401(K) Plan$6.2K
    Kimidi, Inc. · 2023
  6. 6
    Mighty Taco, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Mighty Taco, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages