Spring Valley, 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, Spring Valley, NY has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $58,677,377 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $58,677,377
- Total reported liabilities (EOY)
- $62,726
- Total reported net assets (EOY)
- $58,614,651
Contributions & income
- Employer contributions
- $1,583,316
- Participant contributions
- $5,329,782
- Total income / additions
- $15,005,801
Expenses & distributions
- Benefits paid / distributions
- $4,390,817
- Total expenses
- $4,692,406
- Net increase / (decrease)
- $10,313,395
Coverage
- Total reported participants
- 10,702
- Plans with financial statements
- 6
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Spring Valley, 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 |
|---|---|---|---|
| Beckerle Lumber Supply Company, Inc. Profit Sharing Plan | Beckerle Lumber Supply Company, Inc. | $15,715,333 | 2023 |
| Educational Bus Transportation, Inc. 401(K) Plan | Educational Bus Transportation, | $12,013,914 | 2023 |
| Refuah Health Center, Inc. 403(B) Plan | Refuah Health Center, Inc. | $10,621,343 | 2023 |
| Usg Services, LLC 401(K) Profit Sharing Plan | Usg Services, LLC | $8,820,535 | 2023 |
| Chestnut Ridge Transport., Inc. Employees 401(K) Prof Shrg Plan | Chestnut Ridge Transport., Inc. | $8,111,909 | 2023 |
| Capital Realty Group Inc 401(K) Profit Sharing Plan & Trust | Capital Realty Group Inc | $3,394,343 | 2023 |
| Refuah Health Center Employee Welfare Benefit Plan | Refuah Health Center, Inc. | not reported in the loaded dataset | 2023 |
| Hamaspik Care, Inc. Employee Benefits Plan | Hamaspik Care, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Spring Valley → · Spring Valley plans by participants → · Spring Valley plans with financial data → · Spring Valley plans with provider compensation → · $1B+ plans in Spring Valley →
Related Form 5500 pages
- All NY Form 5500 filings
- Beckerle Lumber Supply Company, Inc. Profit Sharing Plan (plan 001)
- Beckerle Lumber Supply Company, Inc. — all reported plans
- Educational Bus Transportation, Inc. 401(K) Plan (plan 001)
- Educational Bus Transportation, — all reported plans
- Refuah Health Center, Inc. 403(B) Plan (plan 003)
- Refuah Health Center, Inc. — all reported plans
- Usg Services, LLC 401(K) Profit Sharing Plan (plan 001)
- Usg Services, LLC — all reported plans
- Chestnut Ridge Transport., Inc. Employees 401(K) Prof Shrg Plan (plan 001)
- Chestnut Ridge Transport., Inc. — all reported plans
- Capital Realty Group Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Capital Realty Group Inc — all reported plans
- Refuah Health Center Employee Welfare Benefit Plan (plan 501)
- Hamaspik Care, Inc. Employee Benefits Plan (plan 501)
- Hamaspik Care, Inc. — all reported plans
- Methodology
- Data sources