Plan5500

Paul Smiths, 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, Paul Smiths, NY has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $27,972,159 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
1
Latest filing year
2023

What stands out in Paul Smiths

  • 3 loaded plans hold $28M in reported assets across 1 sponsors.
  • The largest, Paul Smith'S College Of Arts And Sciences Defined Contribution Retirement Plan, holds 100% of reported Paul Smiths plan assets.
  • Plans cover 694 participants — about 231 per plan.
  • 33% 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$28MSummed across loaded plans$27,972,159
Total reported assets$28M$27,972,159
Total reported participants694
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$28M total assets
Net assets$28MLiabilities$0
Contributions & income
Employer contributions$332K
Participant contributions$472.2K
Total income / additions$4.1M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.4M
Net increase / (decrease)$2.7M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Paul Smiths, 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

Paul Smiths market comparison

Largest plan share of assets100%Paul Smith'S College Of Arts And Sciences Defined Contribution Retirement Plan
Participants per plan231Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Paul Smiths

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

  1. 1
    Paul Smith'S College Of Arts And Sciences Defined Contribution Retirement Plan$28M
    Paul Smith'S College Of Arts And Sciences · 2023
  2. 2
    Paul Smith'S College Of Arts And Sciences Welfare Benefits Plannot reported in the loaded dataset
    Paul Smith'S College Of Arts And Sciences · 2023
  3. 3
    Paul Smith'S College Of Arts And Sciences Health Reimbursement Arrangementnot reported in the loaded dataset
    Paul Smith'S College Of Arts And Sciences · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages