Plan5500

East Setauket, 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 Setauket, NY has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $13,010,701 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
2
Latest filing year
2023

What stands out in East Setauket

  • 3 loaded plans hold $13M in reported assets across 2 sponsors.
  • The largest, Alternatives For Children Retirement Plan, holds 100% of reported East Setauket plan assets.
  • Plans cover 566 participants — about 189 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13MSummed across loaded plans$13,010,701
Total reported assets$13M$13,010,701
Total reported participants566
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13M total assets
Net assets$13MLiabilities$0
Contributions & income
Employer contributions$2.5M
Participant contributions$0
Total income / additions$3.2M
Expenses & distributions
Benefits paid / distributions$767.2K
Total expenses$767.5K
Net increase / (decrease)$2.4M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Largest plan share of assets100%Alternatives For Children Retirement Plan
Participants per plan189Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in East Setauket

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

  1. 1
    Alternatives For Children Retirement Plan$13M
    Alternatives For Children · 2023
  2. 2
    U Capital 401k$21.9K
    U Capital Inc. · 2023
  3. 3
    Health And Welfare Plan For Employees Of Alternatives For Childrennot reported in the loaded dataset
    Alternatives For Children · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages