Somerville, NJ 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, Somerville, NJ has 13 loaded benefit plan(s) reported by 13 plan sponsor(s), with $85,585,058 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
13
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$85,585,058
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$85,585,058

Contributions & income

Employer contributions
$1,754,139
Participant contributions
$3,372,999
Total income / additions
$16,485,913

Expenses & distributions

Benefits paid / distributions
$6,003,672
Total expenses
$6,212,910
Net increase / (decrease)
$10,273,003

Coverage

Total reported participants
1,178
Plans with financial statements
11
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Somerville, NJ 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 Somerville, NJ
PlanSponsorReported assets (EOY)Year
Marcolin U.S.A. Eyewear Corp. 401(K) PlanMarcolin U.S.A. Eyewear Corp.$23,968,9042023
Fox Skin & Allergy Associates Money Purchase Keogh PlanFox Skin & Allergy Associates$13,662,2832023
Triad Tool & Die Co. 401(K) Profit Sharing Plan And TrustTriad Tool & Die Co., Inc.$13,180,4432023
Gillen And Johnson Pa Profit Sharing Plan And TrustGillen And Johnson Pa$10,730,5362023
Taylor Oil Co., Inc. 401(K) PlanTaylor Oil Co., Inc.$10,520,6582023
Ohara Corporation Profit Sharing PlanOhara Corporation$9,408,6012023
Steven B. Lieberman Profit Sharing PlanSteven B. Lieberman$2,978,8862023
Haypek Management Services, Inc. Profit Sharing PlanHaypek Management Services, Inc.$409,9922023
Century Tube Corporation Profit Sharing PlanCentury Tube Corporation$399,6712023
Law Offices Of Steven H Fleischer LLC Profit Sharing PlanLaw Offices Of Steven H Fleischer LLC$325,0842023
Hughes Insurance Group 401(K) Savings PlanHughes Insurance Group$02023
Specified Technologies Inc Welfare Benefit PlanSpecified Technologies Incnot reported in the loaded dataset2023
Arena 3d Holdings, Inc.Arena 3d Holdingsnot reported in the loaded dataset2023

Related Form 5500 pages