New Hampton, 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, New Hampton, NY has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $8,684,705 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,684,705
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$3,169,145

Contributions & income

Employer contributions
$8,798
Participant contributions
$112,268
Total income / additions
$759,477

Expenses & distributions

Benefits paid / distributions
$74,666
Total expenses
$79,042
Net increase / (decrease)
$680,435

Coverage

Total reported participants
286
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Hampton, 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.

Largest loaded plans by reported assets

Largest loaded plans in New Hampton, NY
PlanSponsorReported assets (EOY)Year
Middletown Nissan Inc 401(K) Profit Sharing Plan & TrustMiddletown Nissan Inc$5,515,5602023
Dick'S Concrete Co., Inc. 401(K) Savings PlanDick'S Concrete Co., Inc.$3,169,1452023

Related Form 5500 pages