Plan5500

Hewlett, 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, Hewlett, NY has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $2,544,543 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Hewlett

  • 4 loaded plans hold $2.5M in reported assets across 4 sponsors.
  • The largest, Julio C. Novello, Dds Profit Sharing Plan, holds 65% of reported Hewlett plan assets.
  • Plans cover 491 participants — about 123 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$2.5MSummed across loaded plans$2,544,543
Total reported assets$2.5M$2,544,543
Total reported participants491
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.5M total assets
Net assets$2.5MLiabilities$0
Contributions & income
Employer contributions$81.2K
Participant contributions$54.2K
Total income / additions$709.1K
Expenses & distributions
Benefits paid / distributions$56.3K
Total expenses$58.6K
Net increase / (decrease)$650.5K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

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

Hewlett market comparison

Largest plan share of assets65%Julio C. Novello, Dds Profit Sharing Plan
Participants per plan123Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Hewlett

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

  1. 1
    Julio C. Novello, Dds Profit Sharing Plan$1.7M
    Julio C. Novello, Dds · 2023
  2. 2
    Edj, Inc. 401(K) Plan$533.8K
    Edj, Inc. · 2023
  3. 3
    Dolce Confections 401k$207.6K
    Dolce Confections, Inc. · 2023
  4. 4
    Ridgeview Operations 401(K) Plan$148K
    Ridgeview Operations · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Hewlett, NY?
4 plan(s) reported by 4 sponsor(s) are loaded for Hewlett, NY.

Related Form 5500 pages