Plan5500

Upper Nyack, 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, Upper Nyack, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $13,946,927 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

What stands out in Upper Nyack

  • 1 loaded plans hold $13.9M in reported assets across 1 sponsors.
  • The largest, Summit School At Nyack Retirement Plan, holds 100% of reported Upper Nyack plan assets.
  • Plans cover 261 participants — about 261 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.9MSummed across loaded plans$13,946,927
Total reported assets$13.9M$13,946,927
Total reported participants261
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.9M total assets
Net assets$13.9MLiabilities$0
Contributions & income
Employer contributions$575K
Participant contributionsNot reported
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$364.8K
Total expenses$432.4K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Upper Nyack, 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.

Computed from loaded plans

Upper Nyack market comparison

Largest plan share of assets100%Summit School At Nyack Retirement Plan
Participants per plan261Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Upper Nyack

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Summit School At Nyack Retirement Plan$13.9M
    The Summit School · 2023

Largest plans in Upper Nyack → · Upper Nyack plans by participants → · Upper Nyack plans with financial data → · Upper Nyack plans with provider compensation → · $1B+ plans in Upper Nyack →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Upper Nyack, NY?
1 plan(s) reported by 1 sponsor(s) are loaded for Upper Nyack, NY.

Related Form 5500 pages