Plan5500

West 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, West Nyack, NY has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,421,709 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in West Nyack

  • 2 loaded plans hold $3.4M in reported assets across 2 sponsors.
  • The largest, Client Centric Advisors, Inc. Profit Sharing 401k Plan, holds 96% of reported West Nyack plan assets.
  • Plans cover 6 participants — about 3 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$3.3MSummed across loaded plans$3,287,191
Total reported assets$3.4M$3,421,709
Total reported participants6
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.4M total assets
Net assets$3.3MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$15K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$139.6K
Total expenses$225.6K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

West Nyack market comparison

Largest plan share of assets96%Client Centric Advisors, Inc. Profit Sharing 401k Plan
Participants per plan3Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in West Nyack

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

  1. 1
    Client Centric Advisors, Inc. Profit Sharing 401k Plan$3.3M
    Client Centric Advisors, Inc. · 2023
  2. 2
    Others Enter Retirement Plan$134.5K
    Others Enter, Corp. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for West Nyack, NY?
2 plan(s) reported by 2 sponsor(s) are loaded for West Nyack, NY.

Related Form 5500 pages