Plan5500

Georgetown, 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, Georgetown, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $83,462 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Georgetown

  • 1 loaded plans hold $83.5K in reported assets across 1 sponsors.
  • The largest, Mushrooms And More, Inc. 401(K) Profit Sharing Plan, holds 100% of reported Georgetown plan assets.
  • Plans cover 6 participants — about 6 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$83.5KSummed across loaded plans$83,462
Total reported assets$83.5K$83,462
Total reported participants6
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$83.5K total assets
Net assets$83.5KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$91K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)-$91K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Georgetown, 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

Georgetown market comparison

Largest plan share of assets100%Mushrooms And More, Inc. 401(K) Profit Sharing Plan
Participants per plan6Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Georgetown

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

  1. 1
    Mushrooms And More, Inc. 401(K) Profit Sharing Plan$83.5K
    Mushrooms And More, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Georgetown, NY?
1 plan(s) reported by 1 sponsor(s) are loaded for Georgetown, NY.

Related Form 5500 pages