Plan5500

Lyndonville, 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, Lyndonville, NY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $11,948,716 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Lyndonville

  • 3 loaded plans hold $11.9M in reported assets across 3 sponsors.
  • The largest, Digital Alert Systems Inc. Profit Sharing 401k Plan, holds 93% of reported Lyndonville plan assets.
  • Plans cover 1,650 participants — about 550 per plan.
  • 67% 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$11.9MSummed across loaded plans$11,948,716
Total reported assets$11.9M$11,948,716
Total reported participants1.6K1,650
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.9M total assets
Net assets$11.9MLiabilities$0
Contributions & income
Employer contributions$40.5K
Participant contributions$233.9K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$256.3K
Total expenses$248.3K
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Lyndonville market comparison

Largest plan share of assets93%Digital Alert Systems Inc. Profit Sharing 401k Plan
Participants per plan550Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Lyndonville

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

  1. 1
    Digital Alert Systems Inc. Profit Sharing 401k Plan$11.2M
    Digital Alert Systems, Inc. · 2023
  2. 2
    Locust Tree Enterprise Inc. Retirement Plan$786K
    Locust Tree Enterprise Inc. · 2023
  3. 3
    Jsc Management Group LLC Welfare Plannot reported in the loaded dataset
    Jsc Management Group LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lyndonville, NY?
3 plan(s) reported by 3 sponsor(s) are loaded for Lyndonville, NY.

Related Form 5500 pages