Highland, 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, Highland, NY has 12 loaded benefit plan(s) reported by 11 plan sponsor(s), with $36,803,325 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
11
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$36,803,325
Total reported liabilities (EOY)
$20,591
Total reported net assets (EOY)
$36,782,734

Contributions & income

Employer contributions
$839,663
Participant contributions
$1,819,479
Total income / additions
$8,243,037

Expenses & distributions

Benefits paid / distributions
$5,166,162
Total expenses
$5,337,776
Net increase / (decrease)
$2,905,261

Coverage

Total reported participants
793
Plans with financial statements
11
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Highland, 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 Highland, NY
PlanSponsorReported assets (EOY)Year
Zumtobel Lighting, Inc. 401(K) Retirement Savings PlanZumtobel Lighting, Inc.$13,868,9422023
Selux Corporation 401k PlanSelux Corporation$9,892,9592023
William Villano, D.M.D., P.C. Profit Sharing Plan And TrustWilliam Villano, D.M.D., P.C.$3,169,2942023
Tee Bar Corporation 401k Profit Sharing Plan & TrustTee Bar Corporation$3,085,7352023
First Care Medical, P.C. 401(K) Profit Sharing Plan And TrustFirst Care Medical, P.C.$2,522,0572023
Hudson Valley Care Partners Cash Balance PlanHudson Valley Care Partners, LLC$1,608,8672023
Triple M. Pizza, LLC 401(K) Profit Sharing PlanTriple M Pizza, LLC$1,391,6042023
Red Barn Produce, Inc. 401(K) Profit Sharing Plan And TrustRed Barn Produce, Inc. Terr$922,9902023
Barone Construction Group, Inc. 401(K) Profit Sharing PlanBarone Construction Group, Inc. Barone$330,7332023
Compassion Veterinary Center 401(K) Profit Sharing PlanNicholas Spaccarelli D.V.M, P.C.$10,1442023
Shawn & Beth Enterprises Inc 401(K) PlanShawn & Beth Enterprises Inc$02023
Selux Corporation Employee Benefit PlanSelux Corporationnot reported in the loaded dataset2023

Related Form 5500 pages