Plan5500

Pine Plains, 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 Plains, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $2,526,459 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

What stands out in Pine Plains

  • 1 loaded plans hold $2.5M in reported assets across 1 sponsors.
  • The largest, Venezus Corp. D/B/A For The Record 401(K) Profit Sharing Plan And Trust, holds 100% of reported Pine Plains plan assets.
  • Plans cover 5 participants — about 5 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$2.5MSummed across loaded plans$2,500,181
Total reported assets$2.5M$2,526,459
Total reported participants5
Total reported liabilities$26.3K$26,278

Reported net position

Reported assets = net assets + liabilities (summed)$2.5M total assets
Net assets$2.5MLiabilities$26.3K
Contributions & income
Employer contributions$17K
Participant contributions$60K
Total income / additions$513.2K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$16.6K
Net increase / (decrease)$496.5K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pine Plains, 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 Plains market comparison

Largest plan share of assets100%Venezus Corp. D/B/A For The Record 401(K) Profit Sharing Plan And Trust
Participants per plan5Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Pine Plains

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

  1. 1
    Venezus Corp. D/B/A For The Record 401(K) Profit Sharing Plan And Trust$2.5M
    Venezus Corp. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages