Marcy, 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, Marcy, NY has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $8,923,115 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,923,115
Total reported net assets (EOY)
$8,923,115

Contributions & income

Employer contributions
$425,445
Participant contributions
$2,361
Total income / additions
$1,292,155

Expenses & distributions

Benefits paid / distributions
$552,789
Total expenses
$616,354
Net increase / (decrease)
$675,801

Coverage

Total reported participants
297
Plans with financial statements
2
Plans with provider compensation
1

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

Largest loaded plans by reported assets

Largest loaded plans in Marcy, NY
PlanSponsorReported assets (EOY)Year
Clifford Fuel Co, Inc. Employees' 401(K) Savings & Profit Sharing PlanClifford Fuel Co, Inc.$8,732,6942023
Revivement, Inc. 401(K) PlanRevivement, Inc.$190,4212023

Related Form 5500 pages