Plan5500

Gardiner, 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, Gardiner, NY has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,710,380 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 Gardiner

  • 3 loaded plans hold $1.7M in reported assets across 2 sponsors.
  • The largest, Barbara E Ostrander, Cpa, Pc 401(K) Profit Sharing Plan And Trust, holds 42% of reported Gardiner plan assets.
  • Plans cover 37 participants — about 12 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$1.7MSummed across loaded plans$1,707,044
Total reported assets$1.7M$1,710,380
Total reported participants37
Total reported liabilities$3.3K$3,336

Reported net position

Reported assets = net assets + liabilities (summed)$1.7M total assets
Net assets$1.7MLiabilities$3.3K
Contributions & income
Employer contributions$144.8K
Participant contributions$107.2K
Total income / additions$436.8K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$7.1K
Net increase / (decrease)$429.7K

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 Gardiner, 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

Gardiner market comparison

Largest plan share of assets42%Barbara E Ostrander, Cpa, Pc 401(K) Profit Sharing Plan And Trust
Participants per plan12Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Gardiner

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

  1. 1
    Barbara E Ostrander, Cpa, Pc 401(K) Profit Sharing Plan And Trust$716.3K
    Barbara E Ostrander, Cpa, P.C. · 2023
  2. 2
    Lightning Express Delivery Service, Inc. 401(K) Profit Sharing Plan And Trust$503.7K
    Lightning Express Delivery Service Fitzpatrick · 2023
  3. 3
    Barbara E. Ostrander, Cpa, Pc Cash Balance Plan$490.5K
    Barbara E Ostrander, Cpa, P.C. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages