Plan5500

Painted Post, 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, Painted Post, NY has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $10,457,119 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Painted Post

  • 4 loaded plans hold $10.5M in reported assets across 3 sponsors.
  • The largest, Servu Federal Credit Union Capital Accumulation Plan, holds 100% of reported Painted Post plan assets.
  • Plans cover 252 participants — about 63 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.5MSummed across loaded plans$10,457,119
Total reported assets$10.5M$10,457,119
Total reported participants252
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.5M total assets
Net assets$10.5MLiabilities$0
Contributions & income
Employer contributions$329.7K
Participant contributions$395.7K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$617K
Total expenses$648.1K
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Painted Post, 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

Painted Post market comparison

Largest plan share of assets100%Servu Federal Credit Union Capital Accumulation Plan
Participants per plan63Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Painted Post

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

  1. 1
    Servu Federal Credit Union Capital Accumulation Plan$10.4M
    Servu Federal Credit Union · 2023
  2. 2
    Townhallkids , Inc. 401(K) Profit Sharing Plan$49K
    Townhallkids, Inc. · 2023
  3. 3
    Thomas Family Pet Supply Inc. Retirement Plan$0
    Thomas Family Pet Supply Inc. · 2023
  4. 4
    Servu Federal Credit Union Welfare Benefit Plannot reported in the loaded dataset
    Servu Federal Credit Union · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Painted Post, NY?
4 plan(s) reported by 3 sponsor(s) are loaded for Painted Post, NY.

Related Form 5500 pages