How many benefit plans does Napa Management Services Corp report on Form 5500?

Napa Management Services Corp (EIN 11-3635685) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Napa Management Services Corp?

The Employer Identification Number (EIN) reported for Napa Management Services Corp is 11-3635685.

What is the latest Form 5500 filing year for Napa Management Services Corp?

The latest loaded Form 5500 filing year for Napa Management Services Corp is 2023.

Napa Management Services Corp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Napa Management Services Corp (EIN 11-3635685) is a plan sponsor located in Melvile, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 11-3635685
Location: Melvile, NY
Loaded plans: 3
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Napa Management Services Corp

3 loaded plans hold $977.2K in reported assets.
The largest, Napa Management Services Corp. Clinical Employees Sharing Plan & Trust, holds 73% of this company's reported plan assets.
Plans cover 7,584 reported participants.
2 of 3 plans report full financial statements.
2 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$977.2KSummed across loaded plans$977,203

Total reported assets$977.2K$977,203

Total reported participants7.6K7,584

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$977.2K total assets

Net assets$977.2KLiabilities—

Contributions & income

Employer contributions$15.9M

Participant contributions$22.2M

Total income / additions$106.3M

Expenses & distributions

Benefits paid / distributions$93.6M

Total expenses$93.8M

Net increase / (decrease)$12.5M

Data coverage

Plans with financial statements2 / 3 (67%)

Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets73%Napa Management Services Corp. Clinical Employees Sharing Plan & Trust

Participants per plan2,528Average across loaded plans

Loaded plans3

Ranked by reported assets

Largest loaded plans

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

1
Napa Management Services Corp. Clinical Employees Sharing Plan & Trust$718K
Plan #002 · 1,646 participants · 2023
2
Napa Management Services Corp. Administrative Empl Profit Sharing Plan & Trust$259.2K
Plan #001 · 1,262 participants · 2023
3
Napa Management Services Corp Health And Welfare Benefit Plannot reported in the loaded dataset
Plan #504 · 4,676 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Napa Management Services Corp. Open one for its full reported snapshot.

2023
Napa Management Services Corp Health And Welfare Benefit Plan4,676 participants · 2No schedules
View filing →
2023
Napa Management Services Corp. Clinical Employees Sharing Plan & Trust1,646 participants · 3Sch HSch C
View filing →
2023
Napa Management Services Corp. Administrative Empl Profit Sharing Plan & Trust1,262 participants · 2Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Napa Management Services Corp report on Form 5500?: Napa Management Services Corp (EIN 11-3635685) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Napa Management Services Corp?: The Employer Identification Number (EIN) reported for Napa Management Services Corp is 11-3635685.
What is the latest Form 5500 filing year for Napa Management Services Corp?: The latest loaded Form 5500 filing year for Napa Management Services Corp is 2023.