Getzville, 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, Getzville, NY has 17 loaded benefit plan(s) reported by 9 plan sponsor(s), with $558,378,639 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
17
Plan sponsors
9
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$558,378,639
Total reported liabilities (EOY)
$112,370
Total reported net assets (EOY)
$558,266,269

Contributions & income

Employer contributions
$15,111,733
Participant contributions
$15,662,701
Total income / additions
$97,051,775

Expenses & distributions

Benefits paid / distributions
$75,336,383
Total expenses
$78,226,804
Net increase / (decrease)
$18,824,971

Coverage

Total reported participants
18,004
Plans with financial statements
11
Plans with provider compensation
7

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

Largest loaded plans by reported assets

Largest loaded plans in Getzville, NY
PlanSponsorReported assets (EOY)Year
Columbus Mckinnon Corporation Thrift 401(K) PlanColumbus Mckinnon Corporation$215,612,9722023
Columbus Mckinnon Corporation Monthly Retirement PColumbus Mckinnon Corporation$102,185,3352023
Magnetek Flexcare Plus Retirement Pension PlanMagnetek, Inc.$100,492,5172023
The Horizon Corporations Retirement PlanHorizon Health Services, Inc$37,222,3022023
Aspire Employees' Retirement PlanAspire Of Western New York, Inc.$33,829,5672023
The Summit Center 401(K) PlanThe Summit Center Inc.$28,866,6322023
Atto Technology, Inc. 401(K) PlanAtto Technology, Inc.$16,871,2792023
Beechwood Tax Sheltered Annuity Retirement PlanBeechwood Health Care Center, Inc$16,640,6542023
Hoganwillig, Pllc Profit Sharing PlanHoganwillig, Pllc$4,846,3242023
Gelber And O'Connell, LLC 401k Profit Sharing PlanGelber And O'Connell, LLC$1,566,7002023
Yourway Hra Benefit Plan Beechwood Health Care Center, Inc.Beechwood Continuing Care, Inc.$244,3572023
Columbus Mckinnon Corporation Welfare Benefit PlanColumbus Mckinnon Corporationnot reported in the loaded dataset2023
Aspire Of Western New York, Inc. Welfare Benefit PlanAspire Of Western New York, Inc.not reported in the loaded dataset2023
The Summit Center Health Insurance PlanThe Summit Center Inc.not reported in the loaded dataset2023
The Summit Center Long Term Disability PlanThe Summit Center Inc.not reported in the loaded dataset2023
Horizon Health Services, Inc. Sect. 125 PlanHorizon Health Services, Inc.not reported in the loaded dataset2023
Beechwood Health Care Center, Inc. Welfare Benefit Wrap PlanBeechwood Health Care Center, Inc.not reported in the loaded dataset2023

Related Form 5500 pages