Plan5500

East Norwich, 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 Norwich, NY has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $564,601 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
2
Latest filing year
2023

What stands out in East Norwich

  • 2 loaded plans hold $564.6K in reported assets across 2 sponsors.
  • The largest, Rough Rider Adventures Investment Plan, holds 68% of reported East Norwich plan assets.
  • Plans cover 8 participants — about 4 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$564.6KSummed across loaded plans$564,601
Total reported assets$564.6K$564,601
Total reported participants8
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$564.6K total assets
Net assets$564.6KLiabilities$0
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)-$88.2K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Largest plan share of assets68%Rough Rider Adventures Investment Plan
Participants per plan4Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in East Norwich

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

  1. 1
    Rough Rider Adventures Investment Plan$386.4K
    Rough Rider Adventures Inc · 2023
  2. 2
    Care Elite, Inc. 401(K) Plan$178.2K
    Care Elite, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages