Plan5500

Clifton Springs, 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, Clifton Springs, NY has 9 loaded benefit plan(s) reported by 3 plan sponsor(s), with $119,441,477 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
3
Latest filing year
2023

What stands out in Clifton Springs

  • 9 loaded plans hold $119.4M in reported assets across 3 sponsors.
  • The largest, G.W. Lisk Company, Inc. Employee Stock Ownership Plan, holds 52% of reported Clifton Springs plan assets.
  • Plans cover 4,633 participants — about 515 per plan.
  • 44% of loaded plans report full Schedule H/I financial statements.
  • 22% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$118.8MSummed across loaded plans$118,793,754
Total reported assets$119.4M$119,441,477
Total reported participants4.6K4,633
Total reported liabilities$647.7K$647,723

Reported net position

Reported assets = net assets + liabilities (summed)$119.4M total assets
Net assets$118.8MLiabilities$647.7K
Contributions & income
Employer contributions$627.5K
Participant contributions$3.9M
Total income / additions$29.7M
Expenses & distributions
Benefits paid / distributions$10M
Total expenses$10.2M
Net increase / (decrease)$19.5M

Data coverage

Plans with financial statements4 / 9 (44%)
Plans with provider compensation2 / 9 (22%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Clifton Springs, 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.

Computed from loaded plans

Clifton Springs market comparison

Largest plan share of assets52%G.W. Lisk Company, Inc. Employee Stock Ownership Plan
Participants per plan515Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Clifton Springs

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

  1. 1
    G.W. Lisk Company, Inc. Employee Stock Ownership Plan$62.3M
    G.W. Lisk Company · 2023
  2. 2
    G.W. Lisk Company, Inc. Employees' Savings & Investment Plan$51.5M
    G.W. Lisk Company, Inc. · 2023
  3. 3
    Finger Lakes Area Counseling And Recovery Agency 403(B) Plan$4.1M
    Finger Lakes Area Counseling And Recovery Agency · 2023
  4. 4
    Finger Lakes Development Corporation 401k Profit Sharing Plan$1.5M
    Finger Lakes Development Corporation · 2023
  5. 5
    G.W. Lisk Company, Inc Welfare Benefits Plan - Medicalnot reported in the loaded dataset
    G.W. Lisk Company, Inc. · 2023
  6. 6
    G.W. Lisk Company, Inc Welfare Benefits Plan - Dentalnot reported in the loaded dataset
    G.W. Lisk Company, Inc. · 2023
  7. 7
    G.W. Lisk Company, Inc Welfare Benefits Plan - Ltd And Visionnot reported in the loaded dataset
    G.W. Lisk Company, Inc. · 2023
  8. 8
    G.W. Lisk Company, Inc. Welfare Benefits Plan - Btanot reported in the loaded dataset
    G.W. Lisk Company, Inc. · 2023
  9. 9
    G. W. Lisk Company, Inc Welfare Benefits Plan - Life/Addnot reported in the loaded dataset
    G.W. Lisk Company, Inc. · 2023

Largest plans in Clifton Springs → · Clifton Springs plans by participants → · Clifton Springs plans with financial data → · Clifton Springs plans with provider compensation → · $1B+ plans in Clifton Springs →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Clifton Springs, NY?
9 plan(s) reported by 3 sponsor(s) are loaded for Clifton Springs, NY.

Related Form 5500 pages