Plan5500

Jamaica Estates, 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, Jamaica Estates, NY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $20,738,142 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
3
Latest filing year
2023

What stands out in Jamaica Estates

  • 3 loaded plans hold $20.7M in reported assets across 3 sponsors.
  • The largest, Summit School Retirement Plan, holds 59% of reported Jamaica Estates plan assets.
  • Plans cover 229 participants — about 76 per plan.
  • 100% 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$20.7MSummed across loaded plans$20,738,142
Total reported assets$20.7M$20,738,142
Total reported participants229
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$20.7M total assets
Net assets$20.7MLiabilities$0
Contributions & income
Employer contributions$688.7K
Participant contributions$69.6K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$902.3K
Total expenses$965.2K
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation1 / 3 (33%)

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

Jamaica Estates market comparison

Largest plan share of assets59%Summit School Retirement Plan
Participants per plan76Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Jamaica Estates

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

  1. 1
    Summit School Retirement Plan$12.2M
    The Summit School · 2023
  2. 2
    Adi Management, Inc. 401(K)/Profit Sharing Plan$6M
    Adi Management, Inc. · 2023
  3. 3
    Avi Pandey, Md, Pc Profit Sharing Plan$2.5M
    Avi Pandey, Md, Pc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages