How many Form 5500 benefit plans are loaded for Wurtsboro, NY?

1 plan(s) reported by 1 sponsor(s) are loaded for Wurtsboro, NY.

Wurtsboro, 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, Wurtsboro, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $189,008 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 Wurtsboro

1 loaded plans hold $189K in reported assets across 1 sponsors.
The largest, Mcgar And Son Plumbing & Heating, LLC 401(K) Profit Sharing Trust, holds 100% of reported Wurtsboro plan assets.
Plans cover 2 participants — about 2 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$189KSummed across loaded plans$189,008

Total reported assets$189K$189,008

Total reported participants2

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$189K total assets

Net assets$189KLiabilities—

Contributions & income

Employer contributions$17.1K

Participant contributions$2.2K

Total income / additions$189K

Expenses & distributions

Benefits paid / distributionsNot reported

Total expensesNot reported

Net increase / (decrease)$189K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

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

Wurtsboro market comparison

Largest plan share of assets100%Mcgar And Son Plumbing & Heating, LLC 401(K) Profit Sharing Trust

Participants per plan2Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Wurtsboro

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

1
Mcgar And Son Plumbing & Heating, LLC 401(K) Profit Sharing Trust$189K
Mcgar And Son Plumbing & Heating, LLC · 2023

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

What to inspect next

Frequently asked questions

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