Plan5500

Mattituck, 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, Mattituck, NY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $8,514,799 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 Mattituck

  • 3 loaded plans hold $8.5M in reported assets across 3 sponsors.
  • The largest, Roy H. Reeve Agency, Inc. Profit Sharing Plan, holds 80% of reported Mattituck plan assets.
  • Plans cover 64 participants — about 21 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$8.5MSummed across loaded plans$8,514,760
Total reported assets$8.5M$8,514,799
Total reported participants64
Total reported liabilities$39

Reported net position

Reported assets = net assets + liabilities (summed)$8.5M total assets
Net assets$8.5MLiabilities$39
Contributions & income
Employer contributions$480.8K
Participant contributions$131.2K
Total income / additions$1M
Expenses & distributions
Benefits paid / distributions$137K
Total expenses$137.2K
Net increase / (decrease)$875.9K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Mattituck market comparison

Largest plan share of assets80%Roy H. Reeve Agency, Inc. Profit Sharing Plan
Participants per plan21Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Mattituck

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

  1. 1
    Roy H. Reeve Agency, Inc. Profit Sharing Plan$6.8M
    Roy H. Reeve Agency, Inc. · 2023
  2. 2
    Harbes Family Of Farms, LLC 401(K) Profit Sharing Plan$1.5M
    Harbes Family Of Farms, LLC · 2023
  3. 3
    Cedar House On Sound Inc. Retirement Plan$222.3K
    Cedar House On Sound Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages