Syosset, 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, Syosset, NY has 24 loaded benefit plan(s) reported by 19 plan sponsor(s), with $331,361,572 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
24
Plan sponsors
19
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$331,361,572
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$346,826,309

Contributions & income

Employer contributions
$4,369,500
Participant contributions
$18,458,324
Total income / additions
$77,556,186

Expenses & distributions

Benefits paid / distributions
$31,430,538
Total expenses
$32,158,777
Net increase / (decrease)
$45,397,409

Coverage

Total reported participants
7,058
Plans with financial statements
19
Plans with provider compensation
8

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Syosset, 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 Syosset, NY
PlanSponsorReported assets (EOY)Year
Liro Group 401(K) PlanLiro Engineers, Inc.$148,920,9272023
David Lerner Associates, Inc. 401k PlanDavid Lerner Associates, Inc.$53,422,6622023
Sgws Of New York Sales, Warehouse And Clerical 401(K) PlanSouthern Glazer'S Wine & Spirits Of New York, LLC$47,114,2532023
403(B) Tax Deferred Annuity Plan For Employees Of Variety Child Learning CenterVariety Child Learning Center$18,326,7432023
Lavitt Group, Inc. 401(K) PlanLavitt Group, Inc.$15,667,7292023
Underhill Partners 401(K) PlanUnderhill Partners$15,638,4142023
The Pay-O-Matic Corp. 401(K) Retirement PlanThe Pay-O-Matic Corp.$10,999,8742023
Variety Child Learning Center 401(A) Profit Sharing PlanVariety Child Learning Center$10,033,4122023
American Consumer Shows LLC 401(K) Profit Sharing Plan & TrustAmerican Consumer Shows LLC$3,560,8842023
Am Exclusive Business Machines, Inc. Sal Sav PlanAm Exclusive Business Machines, Inc.$2,320,8872023
Midtown Preservation 401(K) PlanMidtown Preservation Architecture & Engineering, P.C.$1,664,1012023
Peter Gisondi & Co. Inc. 401k Profit Sharing PlanPeter Gisondi & Co. Inc.$1,139,9002023
21st Century Medical, Pc Retirement Plan21st Century Medical, Pc$984,5632023
Mazolo Properties Inc. Retirement PlanMazolo Properties Inc.$685,2152023
Jonathan Isopo Single KJonathan Isopo Single K$622,6342023
Astral Extracts, Ltd Profit Sharing PlanAstral Extracts Ltd$149,3092023
Elite Fast Trans Inc 401(K) PlanElite Fast Trans Inc$110,0112023
Coat & Suit Semi-Annual Work Bonus FundCoat & Suit Semi-Annual Work Bonus Fund Board Of Trustees$542023
Pension Plan For Hourly Employees Of Afa Protective Systems, Inc.Afa Protective Systems, Inc.$02023
Variety Child Learning Center Welfare Benefit PlanVariety Child Learning Centernot reported in the loaded dataset2023
David Lerner Associates Inc Employee Benefits PlanDavid Lerner Associates Incnot reported in the loaded dataset2023
Liro Engineers, Inc. Wrap PlanLiro Engineers, Inc.not reported in the loaded dataset2023
The Payomatic Corp. Employee Benefit PlanThe Pay-O-Matic Corp.not reported in the loaded dataset2023
Tasty Brands, LLC Defined Benefit PlanTasty Brands, LLCnot reported in the loaded dataset2023

Related Form 5500 pages