Plan5500

Port Jervis, 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 Jervis, NY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $6,131,368 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
3
Latest filing year
2023

What stands out in Port Jervis

  • 3 loaded plans hold $6.1M in reported assets across 3 sponsors.
  • The largest, Steven J. Karvellas & Co., Inc. Retirement Plan, holds 73% of reported Port Jervis plan assets.
  • Plans cover 38 participants — about 13 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$6.1MSummed across loaded plans$6,131,368
Total reported assets$6.1M$6,131,368
Total reported participants38
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.1M total assets
Net assets$6.1MLiabilities$0
Contributions & income
Employer contributions$39.3K
Participant contributions$58.3K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$684
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Largest plan share of assets73%Steven J. Karvellas & Co., Inc. Retirement Plan
Participants per plan13Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Port Jervis

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

  1. 1
    Steven J. Karvellas & Co., Inc. Retirement Plan$4.5M
    Steven J. Karvellas & Co., Inc. · 2023
  2. 2
    Samaki Inc 401(K) Profit Sharing Plan & Trust$1.3M
    Samaki Inc · 2023
  3. 3
    Tp Care Inc Retirement Plan$311.5K
    Tp Care Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages