Plan5500

Sackets Harbor, 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, Sackets Harbor, NY has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $11,807,049 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
2
Latest filing year
2023

What stands out in Sackets Harbor

  • 3 loaded plans hold $11.8M in reported assets across 2 sponsors.
  • The largest, Lawman Heating And Cooling, Inc. Prevailing Wage Pension Plan, holds 100% of reported Sackets Harbor plan assets.
  • Plans cover 219 participants — about 73 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.8MSummed across loaded plans$11,807,049
Total reported assets$11.8M$11,807,049
Total reported participants219
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.8M total assets
Net assets$11.8MLiabilities$0
Contributions & income
Employer contributions$690.5K
Participant contributionsNot reported
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$1.9M
Total expenses$1.9M
Net increase / (decrease)$338.3K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sackets Harbor, 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

Sackets Harbor market comparison

Largest plan share of assets100%Lawman Heating And Cooling, Inc. Prevailing Wage Pension Plan
Participants per plan73Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Sackets Harbor

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

  1. 1
    Lawman Heating And Cooling, Inc. Prevailing Wage Pension Plan$11.8M
    Lawman Heating And Cooling, Inc. · 2023
  2. 2
    Dj Manitoes 401k Trust$43.7K
    Dj Manitoes Inc · 2023
  3. 3
    Lawmanheatingandcoolingemployeebenefitsplannot reported in the loaded dataset
    Lawman Heating And Cooling · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sackets Harbor, NY?
3 plan(s) reported by 2 sponsor(s) are loaded for Sackets Harbor, NY.

Related Form 5500 pages