Plan5500

Howard Beach, 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, Howard Beach, NY has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $8,515,963 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023

What stands out in Howard Beach

  • 7 loaded plans hold $8.5M in reported assets across 6 sponsors.
  • The largest, Anthony Napolitano, M.D., P.C. Profit Sharing Plan & Trust, holds 89% of reported Howard Beach plan assets.
  • Plans cover 27 participants — about 4 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$8.5MSummed across loaded plans$8,508,202
Total reported assets$8.5M$8,515,963
Total reported participants27
Total reported liabilities$7.8K$7,761

Reported net position

Reported assets = net assets + liabilities (summed)$8.5M total assets
Net assets$8.5MLiabilities$7.8K
Contributions & income
Employer contributions$174.9K
Participant contributions$62
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$257.8K
Total expenses$279.4K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements7 / 7 (100%)
Plans with provider compensation0 / 7 ()

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

Howard Beach market comparison

Largest plan share of assets89%Anthony Napolitano, M.D., P.C. Profit Sharing Plan & Trust
Participants per plan4Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Howard Beach

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

  1. 1
    Anthony Napolitano, M.D., P.C. Profit Sharing Plan & Trust$7.6M
    Anthony Lawrence Napolitano, M.D., P.C. · 2023
  2. 2
    Anthony Napolitano, M.D., P.C. Cash Balance Plan$670.9K
    Anthony Lawrence Napolitano, M.D., P.C. · 2023
  3. 3
    Hem Distribution Inc. Retirement Plan$99.4K
    Hem Distribution Inc. · 2023
  4. 4
    The Daily Management Group, Inc. 401(K) Plan$88.6K
    The Daily Management Group, Inc. · 2023
  5. 5
    Local 33 Safety Professionals Of America Annuity Fund$37.8K
    Local 33 Safety Professionals Of America Annuity Fund · 2023
  6. 6
    Local 33 Safety Professionals Of America Health Fund$25.3K
    Local 33 Safety Professionals Of America Health Fund · 2023
  7. 7
    Alnicor, Inc. 401k Profit Sharing Plan$531
    Alnicor, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Howard Beach, NY?
7 plan(s) reported by 6 sponsor(s) are loaded for Howard Beach, NY.

Related Form 5500 pages