Plan5500

Mahopac, 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, Mahopac, NY has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $1,357,294 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Mahopac

  • 4 loaded plans hold $1.4M in reported assets across 4 sponsors.
  • The largest, L.Zacks Realty, Inc., holds 97% of reported Mahopac plan assets.
  • Plans cover 7 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$1.4MSummed across loaded plans$1,357,294
Total reported assets$1.4M$1,357,294
Total reported participants7
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.4M total assets
Net assets$1.4MLiabilities$0
Contributions & income
Employer contributions$4.3K
Participant contributions$33.6K
Total income / additions$249.4K
Expenses & distributions
Benefits paid / distributions$113.7K
Total expenses$117K
Net increase / (decrease)$132.4K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

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

Mahopac market comparison

Largest plan share of assets97%L.Zacks Realty, Inc.
Participants per plan2Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Mahopac

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

  1. 1
    L.Zacks Realty, Inc.$1.3M
    Larry Zacks Realty, Inc. · 2023
  2. 2
    Superior Fitness Solutions, Inc. 401k Profit Sharing Plan$44.9K
    Superior Fitness Solutions, Inc. · 2023
  3. 3
    Jjmb Consolidated Corp 401(K) Plan$0
    Jjmb Consolidated Corp · 2023
  4. 4
    Famiglia Russo Food Corp. 401(K) Plan$0
    Famiglia Russo Food Corp. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mahopac, NY?
4 plan(s) reported by 4 sponsor(s) are loaded for Mahopac, NY.

Related Form 5500 pages