Plan5500

Shelter Island, 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, Shelter Island, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $7,512 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 Shelter Island

  • 1 loaded plans hold $7.5K in reported assets across 1 sponsors.
  • The largest, North Fork Aquaculture Inc. 401(K) Plan, holds 100% of reported Shelter Island plan assets.
  • Plans cover 2 participants — about 2 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$7.5KSummed across loaded plans$7,512
Total reported assets$7.5K$7,512
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$7.5K total assets
Net assets$7.5KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$16K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)-$16K

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 Shelter Island, 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

Shelter Island market comparison

Largest plan share of assets100%North Fork Aquaculture Inc. 401(K) Plan
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Shelter Island

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

  1. 1
    North Fork Aquaculture Inc. 401(K) Plan$7.5K
    North Fork Aquaculture Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages