Old Brookville, 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, Old Brookville, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $41,589,567 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
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $41,589,567
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $41,589,567
Contributions & income
- Employer contributions
- $530,073
- Participant contributions
- $878,226
- Total income / additions
- $6,113,826
Expenses & distributions
- Benefits paid / distributions
- $1,793,169
- Total expenses
- $1,820,570
- Net increase / (decrease)
- $4,293,256
Coverage
- Total reported participants
- 237
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Old Brookville, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Green Vale School 403(B) Dc Plan Ra | Green Vale School | $41,589,567 | 2023 |
Largest plans in Old Brookville → · Old Brookville plans by participants → · Old Brookville plans with financial data → · Old Brookville plans with provider compensation → · $1B+ plans in Old Brookville →