Plan5500

Kew Garden Hills, 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, Kew Garden Hills, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $9,272,243 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Kew Garden Hills

  • 1 loaded plans hold $9.3M in reported assets across 1 sponsors.
  • The largest, Steppingstone Day School Inc Employees Retirement Plan, holds 100% of reported Kew Garden Hills plan assets.
  • Plans cover 215 participants — about 215 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$9.3MSummed across loaded plans$9,254,647
Total reported assets$9.3M$9,272,243
Total reported participants215
Total reported liabilities$17.6K$17,596

Reported net position

Reported assets = net assets + liabilities (summed)$9.3M total assets
Net assets$9.3MLiabilities$17.6K
Contributions & income
Employer contributions$1M
Participant contributionsNot reported
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$488.1K
Total expenses$592.3K
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Kew Garden Hills, 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

Kew Garden Hills market comparison

Largest plan share of assets100%Steppingstone Day School Inc Employees Retirement Plan
Participants per plan215Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Kew Garden Hills

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

  1. 1
    Steppingstone Day School Inc Employees Retirement Plan$9.3M
    Steppingstone Day School Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Kew Garden Hills, NY?
1 plan(s) reported by 1 sponsor(s) are loaded for Kew Garden Hills, NY.

Related Form 5500 pages