Plan5500

East Northport, 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 Northport, NY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $2,758,816 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in East Northport

  • 3 loaded plans hold $2.8M in reported assets across 3 sponsors.
  • The largest, Pawluk Family Ventures Inc. Retirement Plan, holds 91% of reported East Northport plan assets.
  • Plans cover 8 participants — about 3 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$2.8MSummed across loaded plans$2,758,816
Total reported assets$2.8M$2,758,816
Total reported participants8
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.8M total assets
Net assets$2.8MLiabilities—
Contributions & income
Employer contributions$9K
Participant contributions$9K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$58
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for East Northport, 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 Northport market comparison

Largest plan share of assets91%Pawluk Family Ventures Inc. Retirement Plan
Participants per plan3Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in East Northport

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

  1. 1
    Pawluk Family Ventures Inc. Retirement Plan$2.5M
    Pawluk Family Ventures Inc. · 2023
  2. 2
    Turbine Controls Consulting Services, Inc.Pension Transfer Trust Plan$159K
    Turbine Controls Consulting Services, Inc. · 2023
  3. 3
    Rift Valley Software, Inc. 401(K) Plan$98.6K
    Rift Valley Software, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for East Northport, NY?
3 plan(s) reported by 3 sponsor(s) are loaded for East Northport, NY.

Related Form 5500 pages