Smithtown, 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, Smithtown, NY has 26 loaded benefit plan(s) reported by 18 plan sponsor(s), with $153,488,793 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 26
- Plan sponsors
- 18
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $153,488,793
- Total reported liabilities (EOY)
- $24,556
- Total reported net assets (EOY)
- $153,464,237
Contributions & income
- Employer contributions
- $2,558,151
- Participant contributions
- $7,657,044
- Total income / additions
- $31,389,283
Expenses & distributions
- Benefits paid / distributions
- $9,201,760
- Total expenses
- $9,799,845
- Net increase / (decrease)
- $21,589,438
Coverage
- Total reported participants
- 11,198
- Plans with financial statements
- 19
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Smithtown, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Developmental Disabilities Institute, Inc. 403(B) Plan | Developmental Disabilities Institute, Inc. | $40,946,171 | 2023 |
| Lane-Valente Industries, Inc. 401(K) Profit Sharing Plan & Tru | Lane-Valente Industries, Inc. | $25,462,596 | 2023 |
| 403(B) Thrift Plan Of Guide Dog Foundation For The Blind, Inc. | Guide Dog Foundation For The Blind, Inc. | $22,159,851 | 2023 |
| Island Cardiovascular Associates, P.C. 401(K) Savings & Retirement Plan | Island Cardiovascular Associates, P.C. | $11,349,756 | 2023 |
| Kld Associates Inc 401k Plan | Kld Associates, Inc. | $10,398,969 | 2023 |
| Retirement Plan For Scope Education Services | Scope Education Services | $7,359,312 | 2023 |
| Tax-Deferred Annuity Plan For Scope Education Services | Scope Education Services | $7,344,156 | 2023 |
| Equity Settlement Services Inc 401(K) Plan | Equity Settlement Services Inc | $7,134,682 | 2023 |
| Zvi Alpern, M.D. Salary Deferral And Profit Sharing Plan | Zvi Alpern, M.D. | $4,457,332 | 2023 |
| Precision Medical Arts Of New 401(K) Profit Sharing Plan & Trust | Precision Medical Arts Of New | $3,076,572 | 2023 |
| The Branch Funeral Home LLC 401k Profit Sharing Pl | The Branch Funeral Home, LLC | $3,010,676 | 2023 |
| Sekhar Gollapalli, Md Defined Benefit Pension Plan | Sekhar Gollapalli, Md | $2,946,404 | 2023 |
| Stephen Honor Phd Pc Profit Sharing Plan | Stephen Honor Phd Pc | $2,548,896 | 2023 |
| Stephen H Honor Phd. Pc Pension Plan | Stephen H Honor Phd. Pc | $2,085,411 | 2023 |
| Cleveland Capital Corporation, LLC Defined Benefit Pension Plan | Cleveland Capital Corporation, LLC | $1,572,195 | 2023 |
| Community Care Retirement Savings Plan | Community Care Companions, Inc. | $1,521,028 | 2023 |
| Adam J. Swarsen Ind K Plan | Adam J. Swarsen | $104,855 | 2023 |
| 3three3, Inc. 401(K) Plan | 3three3, Inc. | $9,554 | 2023 |
| Rekam Inc. 401(K) Plan | Rekam Inc. | $377 | 2023 |
| Term Life | Scope Education Services | not reported in the loaded dataset | 2023 |
| Long Term Disability | Scope Education Services | not reported in the loaded dataset | 2023 |
| Add | Scope Education Services | not reported in the loaded dataset | 2023 |
| Community Care Dental Plan | Community Care Companions Inc | not reported in the loaded dataset | 2023 |
| Community Care Life And Ad&D Plan | Community Care Companions Inc | not reported in the loaded dataset | 2023 |
| Developmental Disabilities Institute Welfare Benefits Plan | Developmental Disabilities Institute | not reported in the loaded dataset | 2023 |
Largest plans in Smithtown → · Smithtown plans by participants → · Smithtown plans with financial data → · Smithtown plans with provider compensation → · $1B+ plans in Smithtown →
Related Form 5500 pages
- All NY Form 5500 filings
- Developmental Disabilities Institute, Inc. 403(B) Plan (plan 002)
- Developmental Disabilities Institute, Inc. — all reported plans
- Lane-Valente Industries, Inc. 401(K) Profit Sharing Plan & Tru (plan 002)
- Lane-Valente Industries, Inc. — all reported plans
- 403(B) Thrift Plan Of Guide Dog Foundation For The Blind, Inc. (plan 002)
- Guide Dog Foundation For The Blind, Inc. — all reported plans
- Island Cardiovascular Associates, P.C. 401(K) Savings & Retirement Plan (plan 001)
- Island Cardiovascular Associates, P.C. — all reported plans
- Kld Associates Inc 401k Plan (plan 001)
- Kld Associates, Inc. — all reported plans
- Retirement Plan For Scope Education Services (plan 001)
- Scope Education Services — all reported plans
- Tax-Deferred Annuity Plan For Scope Education Services (plan 002)
- Equity Settlement Services Inc 401(K) Plan (plan 001)
- Equity Settlement Services Inc — all reported plans
- Zvi Alpern, M.D. Salary Deferral And Profit Sharing Plan (plan 001)
- Zvi Alpern, M.D. — all reported plans
- Precision Medical Arts Of New 401(K) Profit Sharing Plan & Trust (plan 001)
- Precision Medical Arts Of New — all reported plans
- The Branch Funeral Home LLC 401k Profit Sharing Pl (plan 002)
- The Branch Funeral Home, LLC — all reported plans
- Sekhar Gollapalli, Md Defined Benefit Pension Plan (plan 001)
- Sekhar Gollapalli, Md — all reported plans
- Stephen Honor Phd Pc Profit Sharing Plan (plan 001)
- Stephen Honor Phd Pc — all reported plans
- Stephen H Honor Phd. Pc Pension Plan (plan 002)
- Cleveland Capital Corporation, LLC Defined Benefit Pension Plan (plan 001)
- Cleveland Capital Corporation, LLC — all reported plans
- Methodology
- Data sources