Plan5500

North Merrick, 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, North Merrick, NY has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,966,902 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

What stands out in North Merrick

  • 2 loaded plans hold $2M in reported assets across 2 sponsors.
  • The largest, Spectrum Geological Services, P.C. 401(K) Plan, holds 100% of reported North Merrick plan assets.
  • Plans cover 19 participants — about 10 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$2MSummed across loaded plans$1,966,902
Total reported assets$2M$1,966,902
Total reported participants19
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2M total assets
Net assets$2MLiabilities$0
Contributions & income
Employer contributions$130K
Participant contributions$122.3K
Total income / additions$520.9K
Expenses & distributions
Benefits paid / distributions$817
Total expenses$8.5K
Net increase / (decrease)$512.4K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

North Merrick market comparison

Largest plan share of assets100%Spectrum Geological Services, P.C. 401(K) Plan
Participants per plan10Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in North Merrick

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

  1. 1
    Spectrum Geological Services, P.C. 401(K) Plan$2M
    Spectrum Geological Services, P.C. · 2023
  2. 2
    Acai Beach Bowls Corp. 401(K) Profit Sharing Plan$0
    Acai Beach Bowls Corp. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages