Plan5500

Laurelton, 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, Laurelton, NY has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $16,642,031 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 Laurelton

  • 2 loaded plans hold $16.6M in reported assets across 1 sponsors.
  • The largest, Epic Pharma LLC 401(K) Plan, holds 81% of reported Laurelton plan assets.
  • Plans cover 372 participants — about 186 per plan.
  • 100% 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$16.6MSummed across loaded plans$16,641,691
Total reported assets$16.6M$16,642,031
Total reported participants372
Total reported liabilities$340

Reported net position

Reported assets = net assets + liabilities (summed)$16.6M total assets
Net assets$16.6MLiabilities$340
Contributions & income
Employer contributions$410.8K
Participant contributions$1.2M
Total income / additions$3.9M
Expenses & distributions
Benefits paid / distributions$581.9K
Total expenses$610.5K
Net increase / (decrease)$3.3M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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

Laurelton market comparison

Largest plan share of assets81%Epic Pharma LLC 401(K) Plan
Participants per plan186Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Laurelton

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

  1. 1
    Epic Pharma LLC 401(K) Plan$13.5M
    Epic Pharma, LLC · 2023
  2. 2
    Epic Pharma LLC Union 401(K) Plan$3.1M
    Epic Pharma LLC Union · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages