Plan5500

Nesconset, 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, Nesconset, NY has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $2,334,244 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 Nesconset

  • 4 loaded plans hold $2.3M in reported assets across 4 sponsors.
  • The largest, Mrm Sales Inc 401(K) Profit Sharing Plan & Trust, holds 84% of reported Nesconset plan assets.
  • Plans cover 25 participants — about 6 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$2.3MSummed across loaded plans$2,334,244
Total reported assets$2.3M$2,334,244
Total reported participants25
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.3M total assets
Net assets$2.3MLiabilities$0
Contributions & income
Employer contributions$152.1K
Participant contributions$140.9K
Total income / additions$524.5K
Expenses & distributions
Benefits paid / distributions$182.6K
Total expenses$206.4K
Net increase / (decrease)$318.1K

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 Nesconset, 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

Nesconset market comparison

Largest plan share of assets84%Mrm Sales Inc 401(K) Profit Sharing Plan & Trust
Participants per plan6Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Nesconset

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

  1. 1
    Mrm Sales Inc 401(K) Profit Sharing Plan & Trust$2M
    Mrm Sales Inc · 2023
  2. 2
    Li Donuts-Store #001, Inc. 401(K) Plan$282.6K
    Li Donuts-Store #001, Inc. · 2023
  3. 3
    Modalityiq Inc. 401(K) Plan$87.6K
    Modalityiq Inc. · 2023
  4. 4
    First Impressions Business Ventures Inc 401(K) Plan$0
    First Impressions Business Ventures Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages