Spencerport, 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, Spencerport, NY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $2,856,913 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
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $2,856,913
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $2,856,913
Contributions & income
- Employer contributions
- $205,106
- Participant contributions
- $468,691
- Total income / additions
- $1,247,382
Expenses & distributions
- Benefits paid / distributions
- $363,451
- Total expenses
- $395,463
- Net increase / (decrease)
- $851,919
Coverage
- Total reported participants
- 234
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Spencerport, 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 |
|---|---|---|---|
| Kris Oaks Construction Inc 401(K) Profit Sharing Plan & Trust | Kris Oaks Construction Inc | $2,536,129 | 2023 |
| Empire State Fluid Power 401(K) Plan | Grabb Holdings, Inc. | $179,529 | 2023 |
| Rochester Outdoor Lighting Inc. Retirement Plan | Rochester Outdoor Lighting Inc. | $141,255 | 2023 |
Largest plans in Spencerport → · Spencerport plans by participants → · Spencerport plans with financial data → · Spencerport plans with provider compensation → · $1B+ plans in Spencerport →
Related Form 5500 pages
- All NY Form 5500 filings
- Kris Oaks Construction Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Kris Oaks Construction Inc — all reported plans
- Empire State Fluid Power 401(K) Plan (plan 001)
- Grabb Holdings, Inc. — all reported plans
- Rochester Outdoor Lighting Inc. Retirement Plan (plan 001)
- Rochester Outdoor Lighting Inc. — all reported plans
- Methodology
- Data sources