Plan5500

Montauk, 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, Montauk, NY has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $7,530,559 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
2
Latest filing year
2023

What stands out in Montauk

  • 3 loaded plans hold $7.5M in reported assets across 2 sponsors.
  • The largest, The Gurney'S Resorts 401(K) Plan, holds 60% of reported Montauk plan assets.
  • Plans cover 800 participants — about 267 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.5MSummed across loaded plans$7,486,177
Total reported assets$7.5M$7,530,559
Total reported participants800
Total reported liabilities$44.4K$44,382

Reported net position

Reported assets = net assets + liabilities (summed)$7.5M total assets
Net assets$7.5MLiabilities$44.4K
Contributions & income
Employer contributions$157.8K
Participant contributions$483.3K
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$734.5K
Total expenses$768.8K
Net increase / (decrease)$1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Montauk market comparison

Largest plan share of assets60%The Gurney'S Resorts 401(K) Plan
Participants per plan267Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Montauk

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

  1. 1
    The Gurney'S Resorts 401(K) Plan$4.6M
    Mei Gny Hospitality, LLC · 2023
  2. 2
    Oco Inc Profit Sharing Plan$3M
    Oco Inc Profit Sharing Plan · 2023
  3. 3
    Gurneys Resort & Spa Welfare Benefit Plannot reported in the loaded dataset
    Gurneys Inn Resort & Spa · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Montauk, NY?
3 plan(s) reported by 2 sponsor(s) are loaded for Montauk, NY.

Related Form 5500 pages