Plan5500

Somers, 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, Somers, NY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $5,967,990 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 Somers

  • 3 loaded plans hold $6M in reported assets across 3 sponsors.
  • The largest, Efg Usa Inc. Retirement Plan, holds 99% of reported Somers plan assets.
  • Plans cover 5 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$6MSummed across loaded plans$5,967,990
Total reported assets$6M$5,967,990
Total reported participants5
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$6M total assets
Net assets$6MLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$6
Net increase / (decrease)$1.8M

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 Somers, 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

Somers market comparison

Largest plan share of assets99%Efg Usa Inc. Retirement Plan
Participants per plan2Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Somers

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

  1. 1
    Efg Usa Inc. Retirement Plan$5.9M
    Efg Usa Inc. · 2023
  2. 2
    La Luz Blessings Inc. Retirement Plan$67K
    La Luz Blessings Inc. · 2023
  3. 3
    Bob'S Leather & Vinyl Repair, Inc. 401(K) Plan$21.1K
    Bob'S Leather & Vinyl Repair, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages