Lake Ronkonkoma, 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, Lake Ronkonkoma, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $15,901,819 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

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$15,901,819
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$15,901,819

Contributions & income

Employer contributions
$644,594
Participant contributions
$491,327
Total income / additions
$3,446,607

Expenses & distributions

Benefits paid / distributions
$417,298
Total expenses
$502,866
Net increase / (decrease)
$2,943,741

Coverage

Total reported participants
250
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake Ronkonkoma, 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 Lake Ronkonkoma, NY
PlanSponsorReported assets (EOY)Year
Sachem Dental Group, Llp 401(K) Profit Sharing PlanSachem Dental Group, Llp$15,901,8192023

Related Form 5500 pages