North White Plains, 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 White Plains, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $6,001,161 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 North White Plains

  • 1 loaded plans hold $6M in reported assets across 1 sponsors.
  • The largest, Frank Taliercio Profit Sharing Plan And Trust, holds 100% of reported North White Plains plan assets.
  • Plans cover 17 participants — about 17 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$6MSummed across loaded plans$6,000,265
Total reported assets$6M$6,001,161
Total reported participants17
Total reported liabilities$896

Reported net position

Reported assets = net assets + liabilities (summed)$6M total assets
Net assets$6MLiabilities$896
Contributions & income
Employer contributions$58.5K
Participant contributions$9.8K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$400K
Total expenses$400K
Net increase / (decrease)$745.7K

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 North White Plains, 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 White Plains market comparison

Largest plan share of assets100%Frank Taliercio Profit Sharing Plan And Trust
Participants per plan17Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in North White Plains

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

  1. 1
    Frank Taliercio M.D. · 2023

What to inspect next

Frequently asked questions

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

Related Form 5500 pages