Southampton, 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, Southampton, NY has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $47,914,127 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$47,914,127
Total reported liabilities (EOY)
$11,160
Total reported net assets (EOY)
$47,902,967

Contributions & income

Employer contributions
$707,043
Participant contributions
$4,063,862
Total income / additions
$12,640,091

Expenses & distributions

Benefits paid / distributions
$4,309,589
Total expenses
$4,784,042
Net increase / (decrease)
$7,856,049

Coverage

Total reported participants
2,029
Plans with financial statements
5
Plans with provider compensation
3

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

Largest loaded plans in Southampton, NY
PlanSponsorReported assets (EOY)Year
Retirement Plan For Employees Of Southampton Hospital AssociationSouthampton Hospital Association$25,462,2192023
Madison Acquisition Group LLC 401(K) Profit Sharing Plan & TrustMadison Acquisition Group LLC$15,749,7472023
Mhlmp, P.C. 401k PlanMeeting House Lane Medical Practice, P.C.$5,858,5982023
Technical Services Of North America, Inc. Profit Sharing PlanTechnical Services Of North America, Inc$524,5022023
Sands21 Corporation Retirement PlanSands21 Corporation$319,0612023

Related Form 5500 pages