Plan5500

Manhasset, 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, Manhasset, NY has 13 loaded benefit plan(s) reported by 12 plan sponsor(s), with $36,908,342 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
12
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$36.9MSummed across loaded plans$36,908,342
Total reported assets$36.9M$36,908,342
Total reported participants322
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$36.9M total assets
Net assets$36.9MLiabilities$0
Contributions & income
Employer contributions$907.7K
Participant contributions$1.1M
Total income / additions$10.7M
Expenses & distributions
Benefits paid / distributions$537.5K
Total expenses$618.8K
Net increase / (decrease)$10.1M

Data coverage

Plans with financial statements13 / 13 (100%)
Plans with provider compensation1 / 13 (8%)

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

Manhasset market comparison

Largest plan share of assets28%Hirshleifers, Inc. 401(K) Profit Sharing Plan And Trust
Participants per plan25Average across loaded plans
Plan sponsors12
Ranked by reported assets

Largest loaded plans in Manhasset

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

  1. 1
    Hirshleifers, Inc. 401(K) Profit Sharing Plan And Trust$10.2M
    Hirshleifers, Inc. · 2023
  2. 2
    David A Gallo & Associates Llp 401(K) Profit Sharing Plan & Trust$5.1M
    David A Gallo & Associates Llp · 2023
  3. 3
    John G. Yuan, Md, P.C. 401(K) P/S Plan$5M
    John G. Yuan, Md, Pc · 2023
  4. 4
    Marcan Consulting Pension Plan$3.3M
    Marcan Consulting Corp · 2023
  5. 5
    Barbara Rosen Keogh Plan Profit Sharing Plan$2.9M
    Barbara L. Rosen · 2023
  6. 6
    Ktk Mobility Inc.Retirement Plan$2.1M
    Ktk Mobility Inc. · 2023
  7. 7
    Arnold S. Breitbart, Md Facs, Pllc Profit Sharing Plan$1.9M
    Arnold S. Breitbart, M.D. Facs, Pll C · 2023
  8. 8
    Bellon Entertainment, Inc. Cross Tested Profit Sharing Plan$1.9M
    Bellon Entertainment, Inc. · 2023
  9. 9
    David T. Jones Dds 401k Profit Sharing Plan$1.6M
    David T. Jones, Dds, Pc · 2023
  10. 10
    Aaron Elkowitz, Dmd, P.C. 401k Plan$1.1M
    Aaron Elkowitz, Dmd, P.C. · 2023
  11. 11
    Norman Bakshandeh Profit Sharing Plan$1.1M
    Norman Bakshandeh · 2023
  12. 12
    David T. Jones, Dds Cash Balance Plan$658.4K
    David T. Jones, Dds, Pc · 2023
  13. 13
    Ramage, Inc. 401(K) Plan$89.3K
    Ramage, Inc. · 2023

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

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