Plan5500

Lakeville, 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, Lakeville, NY has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $7,385,067 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Lakeville

  • 2 loaded plans hold $7.4M in reported assets across 1 sponsors.
  • The largest, Sweeteners Plus LLC 401(K) Profit Sharing Plan And Trust, holds 100% of reported Lakeville plan assets.
  • Plans cover 367 participants — about 184 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.4MSummed across loaded plans$7,385,067
Total reported assets$7.4M$7,385,067
Total reported participants367
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.4M total assets
Net assets$7.4MLiabilities$0
Contributions & income
Employer contributions$436.4K
Participant contributions$763.8K
Total income / additions$2.8M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2.1M
Net increase / (decrease)$715.9K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Lakeville market comparison

Largest plan share of assets100%Sweeteners Plus LLC 401(K) Profit Sharing Plan And Trust
Participants per plan184Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Lakeville

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

  1. 1
    Sweeteners Plus LLC 401(K) Profit Sharing Plan And Trust$7.4M
    Sweeteners Plus LLC · 2023
  2. 2
    Health And Welfare Plan For Sweeteners Plus, LLCnot reported in the loaded dataset
    Ingredients Plus · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages