East Meadow, 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 Meadow, NY has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $87,473,086 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$87,473,086
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$87,473,086

Contributions & income

Employer contributions
$1,438,800
Participant contributions
$2,936,200
Total income / additions
$19,031,678

Expenses & distributions

Benefits paid / distributions
$9,254,276
Total expenses
$9,333,751
Net increase / (decrease)
$9,697,927

Coverage

Total reported participants
1,519
Plans with financial statements
7
Plans with provider compensation
2

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

Largest loaded plans by reported assets

Largest loaded plans in East Meadow, NY
PlanSponsorReported assets (EOY)Year
Certilman Balin Adler & Hyman, Llp Salary Reduction & Bonus Deferral PlanCertilman Balin Adler & Hyman, Llp$63,019,2102023
Westermann, Sheehy, Keenan, Samaan & Aydelott, Llp 401(K) Profit Sharing PlanWestermann, Sheehy, Keenan, Samaan & Aydelott, Llp$7,923,8752023
Epic Long Island, Inc. Tax Deferred Annunity PlanEpic Long Island, Inc.$6,386,2462023
Jay M. Purvin Profit Sharing PlanJay M. Purvin$5,605,1992023
Creative Plan Designs, Ltd. 401k Profit Sharing PlanCreative Plan Designs, Ltd.$3,812,7502023
Mariner Travels, Inc. 401k Profit Sharing PlanMariner Travels, Inc.$468,6932023
Prosocial Play, Inc. 401(K) PlanProsocial Play, Inc.$257,1132023
Epilepsy Foundation Of Long Island Welfare Benefits PlanEpic Long Islandnot reported in the loaded dataset2023

Related Form 5500 pages