Sparta, 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, Sparta, NJ has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $66,789,443 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$66,789,443
Total reported liabilities (EOY)
$40,938
Total reported net assets (EOY)
$66,748,505

Contributions & income

Employer contributions
$2,475,601
Participant contributions
$1,573,781
Total income / additions
$14,378,583

Expenses & distributions

Benefits paid / distributions
$1,730,516
Total expenses
$2,039,922
Net increase / (decrease)
$12,338,661

Coverage

Total reported participants
494
Plans with financial statements
8
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sparta, 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 Sparta, NJ
PlanSponsorReported assets (EOY)Year
Pha, LLC 401(K) Profit Sharing PlanPremier Health Associates, LLC$26,269,6362023
Deacon Homes Inc Profit Sharing PlanDeacon Homes Inc$17,100,5572023
Dermody Associates, Inc. 401(K) Profit Sharing PlanDermody Associates, Inc.$14,921,1392023
Northwest Optometry Group, 401(K) PlanNorthwest Optometry Group, P.A.$3,990,9192023
Tri-Cor Flexible Packaging, Inc. Retirement PlanTri-Cor Flexible Packaging, Inc.$3,594,4572023
Mearacle Enterprises Inc. 401k Profit Sharing PlanMearacle Enterprises Inc.$682,3772023
Fidelity Defined Contribution Profit Sharing Plan For David H Thierman,MdDavid Thierman Md$128,1132023
Awa Ventures Corp Retirement PlanAwa Ventures Corp$102,2452023
Premier Health Associates, LLC Ltd PlanPremier Health Associates, LLCnot reported in the loaded dataset2023

Related Form 5500 pages