How many Form 5500 benefit plans are loaded for Livonia, NY?

1 plan(s) reported by 1 sponsor(s) are loaded for Livonia, NY.

Livonia, 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, Livonia, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $561,599 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 Livonia

1 loaded plans hold $561.6K in reported assets across 1 sponsors.
The largest, Livingston County Holdings Inc. 401(K) Plan, holds 100% of reported Livonia plan assets.
Plans cover 2 participants — about 2 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$561.6KSummed across loaded plans$561,599

Total reported assets$561.6K$561,599

Total reported participants2

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$561.6K total assets

Net assets$561.6KLiabilities—

Contributions & income

Employer contributions$0

Participant contributions$0

Total income / additions$85K

Expenses & distributions

Benefits paid / distributions$0

Total expenses$0

Net increase / (decrease)$85K

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 Livonia, 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

Livonia market comparison

Largest plan share of assets100%Livingston County Holdings Inc. 401(K) Plan

Participants per plan2Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Livonia

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

1
Livingston County Holdings Inc. 401(K) Plan$561.6K
Livingston County Holdings Inc. · 2023

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

What to inspect next

Frequently asked questions

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