Phelps, 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, Phelps, NY has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $25,772,981 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
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $25,772,981
- Total reported liabilities (EOY)
- $21,345
- Total reported net assets (EOY)
- $25,861,145
Contributions & income
- Employer contributions
- $1,163,386
- Participant contributions
- $1,561,358
- Total income / additions
- $6,523,505
Expenses & distributions
- Benefits paid / distributions
- $2,622,415
- Total expenses
- $2,929,147
- Net increase / (decrease)
- $3,594,358
Coverage
- Total reported participants
- 1,661
- Plans with financial statements
- 2
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Phelps, 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 |
|---|---|---|---|
| Wadhams Enterprises, Inc. Employee Retirement Savings Plan | Wadhams Enterprises, Inc. | $25,739,250 | 2023 |
| Halcyon, Inc. Employee Benefit Plan | Halcyon, Inc. | $33,731 | 2023 |
| Wadhams Enterprises Inc Comprehensive Medical Benefits Plan | Wadhams Enterprises Inc | not reported in the loaded dataset | 2023 |
| Halcyon, Inc. Group Insurance | Halcyon, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Phelps → · Phelps plans by participants → · Phelps plans with financial data → · Phelps plans with provider compensation → · $1B+ plans in Phelps →
Related Form 5500 pages
- All NY Form 5500 filings
- Wadhams Enterprises, Inc. Employee Retirement Savings Plan (plan 001)
- Wadhams Enterprises, Inc. — all reported plans
- Halcyon, Inc. Employee Benefit Plan (plan 502)
- Halcyon, Inc. — all reported plans
- Wadhams Enterprises Inc Comprehensive Medical Benefits Plan (plan 501)
- Halcyon, Inc. Group Insurance (plan 503)
- Methodology
- Data sources