Plan5500

North Salem, 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 Salem, NY has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $11,282,697 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
2
Latest filing year
2023

What stands out in North Salem

  • 3 loaded plans hold $11.3M in reported assets across 2 sponsors.
  • The largest, Community Based Services, Inc. 401(K) Profit Sharing Plan, holds 95% of reported North Salem plan assets.
  • Plans cover 632 participants — about 211 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.3MSummed across loaded plans$11,282,697
Total reported assets$11.3M$11,282,697
Total reported participants632
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$11.3M total assets
Net assets$11.3MLiabilities—
Contributions & income
Employer contributions$508.1K
Participant contributions$507.3K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$957.4K
Total expenses$968.2K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for North Salem, 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 Salem market comparison

Largest plan share of assets95%Community Based Services, Inc. 401(K) Profit Sharing Plan
Participants per plan211Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in North Salem

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

  1. 1
    Community Based Services, Inc. 401(K) Profit Sharing Plan$10.7M
    Community Based Services, Inc. · 2023
  2. 2
    Pge Management, Inc. Profit Sharing Plan$554.3K
    Pge Management, Inc. · 2023
  3. 3
    Community Based Services, Inc.not reported in the loaded dataset
    Community Based Services, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages