Wallkill, 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, Wallkill, NY has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $12,717,054 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

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$12,717,054
Total reported liabilities (EOY)
$13,602
Total reported net assets (EOY)
$12,703,452

Contributions & income

Employer contributions
$260,717
Participant contributions
$809,078
Total income / additions
$2,622,209

Expenses & distributions

Benefits paid / distributions
$970,468
Total expenses
$1,012,343
Net increase / (decrease)
$1,609,866

Coverage

Total reported participants
271
Plans with financial statements
3
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wallkill, 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 Wallkill, NY
PlanSponsorReported assets (EOY)Year
Fair-Rite Products Corp. 401(K) PlanFair-Rite Products Corp.$11,696,5272023
Vci Retirement Plan And TrustVandermark Consulting, Inc.$955,5472023
Superior Placement Services Inc. 401(K) PlanSuperior Placement Services Inc.$64,9802023
Fair-Rite Products Corp Health And Welfare Benefit PlanFair-Rite Products Corpnot reported in the loaded dataset2023

Related Form 5500 pages