Plan5500

Miller Place, 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, Miller Place, NY has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $2,438,952 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 Miller Place

  • 4 loaded plans hold $2.4M in reported assets across 4 sponsors.
  • The largest, Jjr Lifecare Inc. Retirement Plan, holds 69% of reported Miller Place plan assets.
  • Plans cover 54 participants — about 14 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$2.4MSummed across loaded plans$2,438,952
Total reported assets$2.4M$2,438,952
Total reported participants54
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.4M total assets
Net assets$2.4MLiabilities$0
Contributions & income
Employer contributions$31.1K
Participant contributions$61.8K
Total income / additions$52.7K
Expenses & distributions
Benefits paid / distributions$15.5K
Total expenses$15.6K
Net increase / (decrease)$37.1K

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 Miller Place, 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

Miller Place market comparison

Largest plan share of assets69%Jjr Lifecare Inc. Retirement Plan
Participants per plan14Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Miller Place

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

  1. 1
    Jjr Lifecare Inc. Retirement Plan$1.7M
    Jjr Lifecare Inc. · 2023
  2. 2
    Jlcp Unlimited, Inc. Retirement Plan$610.1K
    Jlcp Unlimited, Inc. · 2023
  3. 3
    Mbs Home Improvement, Inc. 401k Profit Sharing Plan$91.2K
    Mbs Home Improvement, Inc. · 2023
  4. 4
    Antson Enterprises Inc. 401(K) Plan$44.4K
    Antson Enterprises Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages