Plan5500

Pine Bush, 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, Pine Bush, NY has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $900,797 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
4
Latest filing year
2023

What stands out in Pine Bush

  • 4 loaded plans hold $900.8K in reported assets across 4 sponsors.
  • The largest, Mlee Enterprises, Inc 401(K) Plan, holds 74% of reported Pine Bush plan assets.
  • Plans cover 54 participants — about 14 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$894.8KSummed across loaded plans$894,817
Total reported assets$900.8K$900,797
Total reported participants54
Total reported liabilities$6K$5,980

Reported net position

Reported assets = net assets + liabilities (summed)$900.8K total assets
Net assets$894.8KLiabilities$6K
Contributions & income
Employer contributions$48.1K
Participant contributions$86.3K
Total income / additions-$210.7K
Expenses & distributions
Benefits paid / distributions$4.8K
Total expenses$5.4K
Net increase / (decrease)-$216.1K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pine Bush, 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

Pine Bush market comparison

Largest plan share of assets74%Mlee Enterprises, Inc 401(K) Plan
Participants per plan14Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Pine Bush

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

  1. 1
    Mlee Enterprises, Inc 401(K) Plan$666.9K
    Mlee Enterprises, Inc · 2023
  2. 2
    Beck'S Store Retirement Plan$171.1K
    Beck'S Home And Hardware, Inc. Beck · 2023
  3. 3
    Skeeter Solutions, Inc. 401(K) Profit Sharing Plan And Trust$62.8K
    Skeeter Solutions, Inc. · 2023
  4. 4
    Rf Elite Cleaning Inc. 401(K) Plan$0
    Rf Elite Cleaning Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages