Plan5500

Walden, 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, Walden, NY has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $4,477,126 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Walden

  • 4 loaded plans hold $4.5M in reported assets across 3 sponsors.
  • The largest, Millspaugh Furniture House, Inc. 401(K) Profit Sharing Plan, holds 51% of reported Walden plan assets.
  • Plans cover 29 participants — about 7 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.5MSummed across loaded plans$4,477,126
Total reported assets$4.5M$4,477,126
Total reported participants29
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4.5M total assets
Net assets$4.5MLiabilities—
Contributions & income
Employer contributions$415.8K
Participant contributions$118.5K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$35.3K
Total expenses$39.2K
Net increase / (decrease)$1M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Walden, 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

Walden market comparison

Largest plan share of assets51%Millspaugh Furniture House, Inc. 401(K) Profit Sharing Plan
Participants per plan7Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Walden

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

  1. 1
    Millspaugh Furniture House, Inc. 401(K) Profit Sharing Plan$2.3M
    Millspaugh Furniture House, Inc · 2023
  2. 2
    Dempsey Steel Pipe Co. Inc. Profit Sharing Trust$1.2M
    Dempsey Steel Pipe Co. Inc. · 2023
  3. 3
    Steven E. Howell 401(K) Profit Sharing Plan And Trust$675.5K
    Steven E Howell, Cpa, P.C · 2023
  4. 4
    Steven E. Howell, Cpa, Pc Cash Balance Plan$306.2K
    Steven E. Howell, Cpa, Pc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Walden, NY?
4 plan(s) reported by 3 sponsor(s) are loaded for Walden, NY.

Related Form 5500 pages