Plan5500

Port Jefferson Station, 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, Port Jefferson Station, NY has 13 loaded benefit plan(s) reported by 6 plan sponsor(s), with $2,095,384 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
6
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.1MSummed across loaded plans$2,095,384
Total reported assets$2.1M$2,095,384
Total reported participants3.2K3,223
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.1M total assets
Net assets$2.1MLiabilities$0
Contributions & income
Employer contributions$27K
Participant contributions$81.4K
Total income / additions$443.1K
Expenses & distributions
Benefits paid / distributions$60.2K
Total expenses$61.4K
Net increase / (decrease)$381.7K

Data coverage

Plans with financial statements3 / 13 (23%)
Plans with provider compensation0 / 13 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Port Jefferson Station, 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

Port Jefferson Station market comparison

Largest plan share of assets60%Winkler Kurtz, Llp 401(K) Profit Sharing Plan
Participants per plan248Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Port Jefferson Station

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

  1. 1
    Winkler Kurtz, Llp 401(K) Profit Sharing Plan$1.3M
    Winkler Kurtz, Llp · 2023
  2. 2
    Port Jeff Cpje Profit Sharing Plan$818.2K
    Port Jeff Cpje, Inc. · 2023
  3. 3
    The Juice Guys Inc. 401(K) Plan$21.1K
    The Juice Guys Inc. · 2023
  4. 4
    Kld Associates, Inc. Employee Benefits Plannot reported in the loaded dataset
    Kld Associates, Inc. · 2023
  5. 5
    North Shore Hematology-Oncology Associates, P.C. Health And Welfare Benefits Plannot reported in the loaded dataset
    North Shore Hematology-Oncology Associates, P.C. · 2023
  6. 6
    Maryhaven Center Of Hope, Inc. Health And Prescription Drug Plannot reported in the loaded dataset
    Maryhaven Center Of Hope, Inc. · 2023
  7. 7
    Maryhaven Center Of Hope, Inc. Dental Plannot reported in the loaded dataset
    Maryhaven Center Of Hope, Inc. · 2023
  8. 8
    Maryhaven Center Of Hope, Inc. Vision Plannot reported in the loaded dataset
    Maryhaven Center Of Hope, Inc. · 2023
  9. 9
    Maryhaven Center Of Hope, Inc. Life Insurance Plannot reported in the loaded dataset
    Maryhaven Center Of Hope, Inc. · 2023
  10. 10
    Maryhaven Center Of Hope, Inc. Ad&D Plannot reported in the loaded dataset
    Maryhaven Center Of Hope, Inc. · 2023
  11. 11
    Maryhaven Center Of Hope, Inc. Long Term Disability Plannot reported in the loaded dataset
    Maryhaven Center Of Hope, Inc. · 2023
  12. 12
    Maryhaven Center Of Hope, Inc. Short Term Disability Plannot reported in the loaded dataset
    Maryhaven Center Of Hope, Inc. · 2023
  13. 13
    Maryhaven Center Of Hope, Inc. Accident Plannot reported in the loaded dataset
    Maryhaven Center Of Hope, Inc. · 2023

Largest plans in Port Jefferson Station → · Port Jefferson Station plans by participants → · Port Jefferson Station plans with financial data → · Port Jefferson Station plans with provider compensation → · $1B+ plans in Port Jefferson Station →

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