Plan5500

Halfmoon, 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, Halfmoon, NY has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $22,470,232 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 Halfmoon

  • 3 loaded plans hold $22.5M in reported assets across 2 sponsors.
  • The largest, Precision Valve & Automation, Inc 401(K) Plan, holds 99% of reported Halfmoon plan assets.
  • Plans cover 469 participants — about 156 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$22.2MSummed across loaded plans$22,174,966
Total reported assets$22.5M$22,470,232
Total reported participants469
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$22.5M total assets
Net assets$22.2MLiabilities$0
Contributions & income
Employer contributions$549.5K
Participant contributions$1.1M
Total income / additions$5.4M
Expenses & distributions
Benefits paid / distributions$641K
Total expenses$646.4K
Net increase / (decrease)$4.7M

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 Halfmoon, 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

Halfmoon market comparison

Largest plan share of assets99%Precision Valve & Automation, Inc 401(K) Plan
Participants per plan156Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Halfmoon

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

  1. 1
    Precision Valve & Automation, Inc 401(K) Plan$22.2M
    Precision Valve & Automation, Inc. · 2023
  2. 2
    Ab Willow Investment Plan$295.3K
    Ab Willow Inc. · 2023
  3. 3
    Precision Valve & Automation - Group Insurance Health Premium Payment Plannot reported in the loaded dataset
    Precision Valve And Automation Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages