Plan5500

Mooers Forks, 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, Mooers Forks, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $826,547 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 Mooers Forks

  • 1 loaded plans hold $826.5K in reported assets across 1 sponsors.
  • The largest, Wilday, Inc. 401(K) Plan, holds 100% of reported Mooers Forks plan assets.
  • Plans cover 2 participants — about 2 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$826.5KSummed across loaded plans$826,547
Total reported assets$826.5K$826,547
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$826.5K total assets
Net assets$826.5KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$433.6K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$433.6K

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 Mooers Forks, 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

Mooers Forks market comparison

Largest plan share of assets100%Wilday, Inc. 401(K) Plan
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Mooers Forks

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

  1. 1
    Wilday, Inc. 401(K) Plan$826.5K
    Wilday, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages