Bellport, 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, Bellport, NY has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $37,664,181 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$37,664,181
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$37,664,181

Contributions & income

Employer contributions
$48,438
Participant contributions
$2,342,660
Total income / additions
$7,583,967

Expenses & distributions

Benefits paid / distributions
$3,388,343
Total expenses
$3,450,760
Net increase / (decrease)
$4,133,207

Coverage

Total reported participants
1,022
Plans with financial statements
4
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bellport, 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

Largest loaded plans in Bellport, NY
PlanSponsorReported assets (EOY)Year
Quality King Distributors, Inc. 401(K) Savings PlanQuality King Distributors, Inc.$26,247,2352023
Parlux Holdings, Inc. 401(K) Savings PlanParlux Holdings, Inc.$8,649,6502023
Omega Moulding Co Ltd 401(K) Profit Sharing Plan & TrustOmega Moulding Co Ltd$2,762,3352023
Chelsea Endeavors, Inc. 401(K) PlanChelsea Endeavors, Inc.$4,9612023
Quality King Distributors, Inc. Life And HealthQuality King Distributors, Inc.not reported in the loaded dataset2023

Related Form 5500 pages