Plan5500

Margaretville, 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, Margaretville, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $16,728,749 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 Margaretville

  • 1 loaded plans hold $16.7M in reported assets across 1 sponsors.
  • The largest, Margaretville Telephone Co., Inc. Employee Stock Ownership Plan, holds 100% of reported Margaretville plan assets.
  • Plans cover 60 participants — about 60 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$7.5MSummed across loaded plans$7,514,082
Total reported assets$16.7M$16,728,749
Total reported participants60
Total reported liabilities$9.2M$9,214,667

Reported net position

Reported assets = net assets + liabilities (summed)$16.7M total assets
Net assets$7.5MLiabilities$9.2M
Contributions & income
Employer contributions$903.8K
Participant contributionsNot reported
Total income / additions-$1.9M
Expenses & distributions
Benefits paid / distributions$399.6K
Total expenses$618.1K
Net increase / (decrease)-$2.6M

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 Margaretville, 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

Margaretville market comparison

Largest plan share of assets100%Margaretville Telephone Co., Inc. Employee Stock Ownership Plan
Participants per plan60Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Margaretville

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

  1. 1
    Margaretville Telephone Co., Inc. Employee Stock Ownership Plan$16.7M
    Margaretville Telephone Co., Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages