Fulton, 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, Fulton, NY has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $74,984,712 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $74,984,712
- Total reported liabilities (EOY)
- $145
- Total reported net assets (EOY)
- $74,984,567
Contributions & income
- Employer contributions
- $2,674,315
- Participant contributions
- $763,057
- Total income / additions
- $17,665,785
Expenses & distributions
- Benefits paid / distributions
- $5,486,504
- Total expenses
- $5,593,699
- Net increase / (decrease)
- $12,072,086
Coverage
- Total reported participants
- 1,255
- Plans with financial statements
- 5
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fulton, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Retirement Plan Of Fulton Savings Bank | Fulton Savings Bank | $33,193,487 | 2023 |
| Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan | Oswego County Opportunities, Inc. | $16,104,217 | 2023 |
| E.S.A.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan | E.S.A.I.C., Inc. Dba Eastern Shore Associates | $11,031,915 | 2023 |
| Frank J. Fruce, D.M.D., P.C. Employees' Deferral Savings And Profit Sharing Plan And Trust | Frank J. Fruce, D.M.D., P.C | $9,816,794 | 2023 |
| Oswego Industries, Inc. Retirement Plan | Oswego Industries, Inc. | $4,838,299 | 2023 |
| Oswego County Opportunities Inc. Welfare Plan | Oswego County Opportunities, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Fulton → · Fulton plans by participants → · Fulton plans with financial data → · Fulton plans with provider compensation → · $1B+ plans in Fulton →
Related Form 5500 pages
- All NY Form 5500 filings
- Retirement Plan Of Fulton Savings Bank (plan 001)
- Fulton Savings Bank — all reported plans
- Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan (plan 001)
- Oswego County Opportunities, Inc. — all reported plans
- E.S.A.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan (plan 002)
- E.S.A.I.C., Inc. Dba Eastern Shore Associates — all reported plans
- Frank J. Fruce, D.M.D., P.C. Employees' Deferral Savings And Profit Sharing Plan And Trust (plan 001)
- Frank J. Fruce, D.M.D., P.C — all reported plans
- Oswego Industries, Inc. Retirement Plan (plan 001)
- Oswego Industries, Inc. — all reported plans
- Oswego County Opportunities Inc. Welfare Plan (plan 502)
- Methodology
- Data sources