Tarry Town, 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, Tarry Town, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $8,180,245 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
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $8,180,245
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $8,180,245
Contributions & income
- Participant contributions
- $758,213
- Total income / additions
- $2,164,643
Expenses & distributions
- Benefits paid / distributions
- $648,874
- Total expenses
- $684,704
- Net increase / (decrease)
- $1,479,939
Coverage
- Total reported participants
- 351
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Tarry Town, 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 |
|---|---|---|---|
| The Mental Health Association Of Westchester County, Inc. 403(B) Plan | The Mental Health Association Of Westchester County Inc. | $8,180,245 | 2023 |
Largest plans in Tarry Town → · Tarry Town plans by participants → · Tarry Town plans with financial data → · Tarry Town plans with provider compensation → · $1B+ plans in Tarry Town →