Plan5500

Montebello, 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, Montebello, NY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $58,811,117 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 Montebello

  • 3 loaded plans hold $58.8M in reported assets across 3 sponsors.
  • The largest, Ags Payroll Services LLC 401k Plan, holds 99% of reported Montebello plan assets.
  • Plans cover 12,451 participants — about 4,150 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 67% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$58.7MSummed across loaded plans$58,650,715
Total reported assets$58.8M$58,811,117
Total reported participants12.5K12,451
Total reported liabilities$160.4K$160,402

Reported net position

Reported assets = net assets + liabilities (summed)$58.8M total assets
Net assets$58.7MLiabilities$160.4K
Contributions & income
Employer contributions$297.5K
Participant contributions$5.9M
Total income / additions$14.9M
Expenses & distributions
Benefits paid / distributions$6.9M
Total expenses$7.1M
Net increase / (decrease)$7.9M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation2 / 3 (67%)

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

Montebello market comparison

Largest plan share of assets99%Ags Payroll Services LLC 401k Plan
Participants per plan4,150Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Montebello

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

  1. 1
    Ags Payroll Services LLC 401k Plan$58.2M
    Ags Payroll Services LLC · 2023
  2. 2
    Palm Beach Health Consulting LLC 401(K) Plan$563.3K
    Palm Beach Health Consulting · 2023
  3. 3
    Ronomoza Inc. 401(K) Plan$1.1K
    Ronomoza Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages