Plan5500

South Fallsburg, 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, South Fallsburg, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $3,846,635 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 South Fallsburg

  • 1 loaded plans hold $3.8M in reported assets across 1 sponsors.
  • The largest, Rolling V Bus Corp 401(K) Plan, holds 100% of reported South Fallsburg plan assets.
  • Plans cover 619 participants — about 619 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.8MSummed across loaded plans$3,846,635
Total reported assets$3.8M$3,846,635
Total reported participants619
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.8M total assets
Net assets$3.8MLiabilities$0
Contributions & income
Employer contributions$153.2K
Participant contributions$362.7K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.5M
Net increase / (decrease)-$402K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for South Fallsburg, 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

South Fallsburg market comparison

Largest plan share of assets100%Rolling V Bus Corp 401(K) Plan
Participants per plan619Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in South Fallsburg

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

  1. 1
    Rolling V Bus Corp 401(K) Plan$3.8M
    Rolling V Bus Corp · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages