Plan5500

Pound Ridge, 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, Pound Ridge, NY has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $8,716,719 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Pound Ridge

  • 5 loaded plans hold $8.7M in reported assets across 5 sponsors.
  • The largest, Locke & Herbert Llp Retirement Plan, holds 86% of reported Pound Ridge plan assets.
  • Plans cover 7 participants — about 1 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$8.7MSummed across loaded plans$8,716,719
Total reported assets$8.7M$8,716,719
Total reported participants7
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.7M total assets
Net assets$8.7MLiabilities$0
Contributions & income
Employer contributions$34K
Participant contributions$0
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$743.7K

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pound Ridge, 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

Pound Ridge market comparison

Largest plan share of assets86%Locke & Herbert Llp Retirement Plan
Participants per plan1Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Pound Ridge

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

  1. 1
    Locke & Herbert Llp Retirement Plan$7.5M
    Locke & Herbert Llp · 2023
  2. 2
    Tg Window Coverings, Inc. 401(K) Profit Sharing Plan$711K
    Tg Window Coverings, Inc. · 2023
  3. 3
    Black Prince Hospitality, Inc. 401(K) Plan$535.6K
    Black Prince Hospitality, Inc. · 2023
  4. 4
    Bedford Elc 401k$4.4K
    Bedford Euro And Luxury Cars, Ltd. · 2023
  5. 5
    Mcgovern Connelly Davidson Profit Sharing Plan$3.8K
    Mcgovern Connelly Davidson Profit Sharing Plan · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Pound Ridge, NY?
5 plan(s) reported by 5 sponsor(s) are loaded for Pound Ridge, NY.

Related Form 5500 pages