Plan5500

Laurel Hollow, 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, Laurel Hollow, NY has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $2,892,408 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
2
Latest filing year
2023

What stands out in Laurel Hollow

  • 2 loaded plans hold $2.9M in reported assets across 2 sponsors.
  • The largest, Juanita Lo Ngeo Profit Sharing Retirement Plan, holds 62% of reported Laurel Hollow plan assets.
  • Plans cover 2 participants — about 1 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$2.9MSummed across loaded plans$2,892,408
Total reported assets$2.9M$2,892,408
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.9M total assets
Net assets$2.9MLiabilities—
Contributions & income
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$60K
Total expenses$60K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Laurel Hollow market comparison

Largest plan share of assets62%Juanita Lo Ngeo Profit Sharing Retirement Plan
Participants per plan1Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Laurel Hollow

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

  1. 1
    Juanita Lo Ngeo Profit Sharing Retirement Plan$1.8M
    Juanita Lo Ngeo · 2023
  2. 2
    Ak Irrigation Incorporated Retirement Plan$1.1M
    Ak Irrigation Incorporated · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages