Plan5500

Nunda, 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, Nunda, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $25,657,914 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 Nunda

  • 1 loaded plans hold $25.7M in reported assets across 1 sponsors.
  • The largest, Once Again Nut Butter Collective, Inc. Employee Stock Ownership Plan, holds 100% of reported Nunda plan assets.
  • Plans cover 116 participants — about 116 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$21.2MSummed across loaded plans$21,178,432
Total reported assets$25.7M$25,657,914
Total reported participants116
Total reported liabilities$4.5M$4,479,482

Reported net position

Reported assets = net assets + liabilities (summed)$25.7M total assets
Net assets$21.2MLiabilities$4.5M
Contributions & income
Employer contributions$941.6K
Participant contributionsNot reported
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.7M
Net increase / (decrease)$193.4K

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 Nunda, 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

Nunda market comparison

Largest plan share of assets100%Once Again Nut Butter Collective, Inc. Employee Stock Ownership Plan
Participants per plan116Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Nunda

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

  1. 1
    Once Again Nut Butter Collective, Inc. Employee Stock Ownership Plan$25.7M
    Once Again Nut Butter Collective, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages