Livingston, 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, Livingston, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $187,807 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 Livingston

  • 1 loaded plans hold $187.8K in reported assets across 1 sponsors.
  • The largest, Hardys Contracting LLC 401(K) Profit Sharing Plan & Trust, holds 100% of reported Livingston plan assets.
  • Plans cover 8 participants — about 8 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$187.8KSummed across loaded plans$187,807
Total reported assets$187.8K$187,807
Total reported participants8
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$187.8K total assets
Net assets$187.8KLiabilities$0
Contributions & income
Employer contributions$8K
Participant contributions$35K
Total income / additions$72.1K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$133
Net increase / (decrease)$71.9K

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 Livingston, 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

Livingston market comparison

Largest plan share of assets100%Hardys Contracting LLC 401(K) Profit Sharing Plan & Trust
Participants per plan8Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Livingston

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

  1. 1

What to inspect next

Frequently asked questions

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

Related Form 5500 pages