Plan5500

East Patchogue, 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 Patchogue, NY has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,122,401 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 Patchogue

  • 2 loaded plans hold $1.1M in reported assets across 2 sponsors.
  • The largest, Jules S Abadi Md 401(K) Profit Sharing Plan & Trust, holds 56% of reported East Patchogue plan assets.
  • Plans cover 18 participants — about 9 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$1.1MSummed across loaded plans$1,122,401
Total reported assets$1.1M$1,122,401
Total reported participants18
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities$0
Contributions & income
Employer contributions$93.9K
Participant contributions$38.3K
Total income / additions$256.8K
Expenses & distributions
Benefits paid / distributions$12.3K
Total expenses$12.4K
Net increase / (decrease)$244.4K

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 Patchogue, 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 Patchogue market comparison

Largest plan share of assets56%Jules S Abadi Md 401(K) Profit Sharing Plan & Trust
Participants per plan9Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in East Patchogue

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

  1. 1
    Jules S Abadi Md 401(K) Profit Sharing Plan & Trust$634K
    Jules S Abadi Md · 2023
  2. 2
    Christopher Joubert, D.D.S. Pc Profit Sharing Plan$488.4K
    Christopher Joubert, D.D.S. Pc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages