Yorkville, 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, Yorkville, NY has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $19,886,788 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
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $19,886,788
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $19,886,788
Contributions & income
- Employer contributions
- $588,634
- Participant contributions
- $1,212,297
- Total income / additions
- $4,931,025
Expenses & distributions
- Benefits paid / distributions
- $1,891,133
- Total expenses
- $2,000,144
- Net increase / (decrease)
- $2,930,881
Coverage
- Total reported participants
- 393
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Yorkville, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Steet Toyota, Inc 401(K) Plan | Steet/Ponte, Inc. | $18,854,156 | 2023 |
| C Weaver Inc. 401(K) Plan | C Weaver Inc. Dba Cooper Kia | $1,032,632 | 2023 |
| O.W. Hubbell And Sons, Inc. | O.W. Hubbell And Sons, Inc. | not reported in the loaded dataset | 2023 |
| Steet Ponte Ford Auto Group | Steet Ponte Ford, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Yorkville → · Yorkville plans by participants → · Yorkville plans with financial data → · Yorkville plans with provider compensation → · $1B+ plans in Yorkville →
Related Form 5500 pages
- All NY Form 5500 filings
- Steet Toyota, Inc 401(K) Plan (plan 001)
- Steet/Ponte, Inc. — all reported plans
- C Weaver Inc. 401(K) Plan (plan 002)
- C Weaver Inc. Dba Cooper Kia — all reported plans
- O.W. Hubbell And Sons, Inc. (plan 501)
- O.W. Hubbell And Sons, Inc. — all reported plans
- Steet Ponte Ford Auto Group (plan 501)
- Steet Ponte Ford, Inc. — all reported plans
- Methodology
- Data sources