Plan5500

Sleepy Hollow, 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, Sleepy Hollow, NY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $9,453,052 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 Sleepy Hollow

  • 3 loaded plans hold $9.5M in reported assets across 3 sponsors.
  • The largest, Miller Proctor Nickolas Inc. Employee Stock Ownership Plan, holds 78% of reported Sleepy Hollow plan assets.
  • Plans cover 114 participants — about 38 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$9.4MSummed across loaded plans$9,367,664
Total reported assets$9.5M$9,453,052
Total reported participants114
Total reported liabilities$85.4K$85,388

Reported net position

Reported assets = net assets + liabilities (summed)$9.5M total assets
Net assets$9.4MLiabilities$85.4K
Contributions & income
Employer contributions$951.8K
Participant contributions$71.5K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1M
Net increase / (decrease)$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 Sleepy Hollow, 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

Sleepy Hollow market comparison

Largest plan share of assets78%Miller Proctor Nickolas Inc. Employee Stock Ownership Plan
Participants per plan38Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Sleepy Hollow

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

  1. 1
    Miller Proctor Nickolas Inc. Employee Stock Ownership Plan$7.4M
    Miller Proctor Nickolas Inc · 2023
  2. 2
    Career Tech Services, Inc. 401k Plan$2M
    Career Tech Services, Inc. · 2023
  3. 3
    Pocantico Hills Teachers Association$116.5K
    Pocantico Hills Teachers Association · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages