Woodbury, 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, Woodbury, NJ has 12 loaded benefit plan(s) reported by 10 plan sponsor(s), with $33,067,114 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
10
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$33,067,114
Total reported liabilities (EOY)
$85,856
Total reported net assets (EOY)
$32,844,658

Contributions & income

Employer contributions
$1,897,320
Participant contributions
$768,620
Total income / additions
$8,887,396

Expenses & distributions

Benefits paid / distributions
$14,264,553
Total expenses
$14,531,456
Net increase / (decrease)
-$5,644,060

Coverage

Total reported participants
984
Plans with financial statements
8
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Woodbury, 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 Woodbury, NJ
PlanSponsorReported assets (EOY)Year
Foundation Title 401(K)PlanFoundation Title, LLC$9,915,2922023
Advanced Orthopaedic Centers 401(K) Profit Sharing PlanAdvanced Orthopaedic Centers$9,777,0612023
Puff Sierzega & Macfeeters LLC TrJeffrey Puff$5,214,5002023
Bateman Bros. Lumber Co., Inc. Employee Stock Ownership PlanBateman Bros. Lumber Co., Inc.$5,090,3902023
Advanced Ent Cash Balance PlanRegional Otolaryngology Head And Neck Associates, LLC$2,900,7572023
Michael Vanaria, D.M.D., P.C. 401(K) Profit Sharing PlanMichael Vanaria, D.M.D., P.C.$136,6002023
Employee Health Care Of Woodbury Car Care Dba Meineke Car Care #538Woodbury Car Care Dba Meineke Car Care #538$32,5142023
Dimarino-Kroop-Prieto Gastrointestinal Associates, P.A. Terminated Pension PlanDimarino-Kroop-Prieto Associates, P.A.$02023
Foundation Title, LLC Employee Benefits Health & Welfare ProgramFoundation Title, LLCnot reported in the loaded dataset2023
Woodbury Nissan Welfare Benefit PlanWoodbury Nissan, Inc.not reported in the loaded dataset2023
A.C. Schultes & Affiliated Companies Health & Welfare Plans - Life/AddA.C. Schultes & Affiliated Companiesnot reported in the loaded dataset2023
A.C. Schultes & Affiliated Companies Health & Welfare Plans - StdA.C. Schultes & Affiliated Companiesnot reported in the loaded dataset2023

Related Form 5500 pages