Katonah, 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, Katonah, NY has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $108,184,111 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $108,184,111
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $108,184,111
Contributions & income
- Employer contributions
- $4,002,760
- Participant contributions
- $2,460,900
- Total income / additions
- $21,377,176
Expenses & distributions
- Benefits paid / distributions
- $9,759,350
- Total expenses
- $10,020,000
- Net increase / (decrease)
- $11,357,176
Coverage
- Total reported participants
- 3,151
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Katonah, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Four Winds, Inc. Retirement Income Plan | Four Winds, Inc. | $53,400,907 | 2023 |
| Four Winds 401(K) Savings And Investment Plan | Four Winds, Inc. | $40,432,423 | 2023 |
| The Harvey School Retirement Plan | The Harvey School | $14,350,781 | 2023 |
| Four Winds Hospital Welfare Benefit Plan | Four Winds Hospital | not reported in the loaded dataset | 2023 |
| Lexington Center For Recovery Flexible Benefits Plan | Lexington Center For Recovery, Inc | not reported in the loaded dataset | 2023 |
Largest plans in Katonah → · Katonah plans by participants → · Katonah plans with financial data → · Katonah plans with provider compensation → · $1B+ plans in Katonah →
Related Form 5500 pages
- All NY Form 5500 filings
- Four Winds, Inc. Retirement Income Plan (plan 001)
- Four Winds, Inc. — all reported plans
- Four Winds 401(K) Savings And Investment Plan (plan 002)
- The Harvey School Retirement Plan (plan 001)
- The Harvey School — all reported plans
- Four Winds Hospital Welfare Benefit Plan (plan 501)
- Lexington Center For Recovery Flexible Benefits Plan (plan 501)
- Lexington Center For Recovery, Inc — all reported plans
- Methodology
- Data sources