Glen Head, 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, Glen Head, NY has 11 loaded benefit plan(s) reported by 8 plan sponsor(s), with $132,566,117 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$132,566,117
Total reported liabilities (EOY)
$4,318,377
Total reported net assets (EOY)
$128,247,740

Contributions & income

Employer contributions
$1,304,111
Participant contributions
$2,642,101
Total income / additions
$24,217,017

Expenses & distributions

Benefits paid / distributions
$11,335,313
Total expenses
$11,620,887
Net increase / (decrease)
$12,596,130

Coverage

Total reported participants
1,216
Plans with financial statements
10
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Glen Head, 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 Glen Head, NY
PlanSponsorReported assets (EOY)Year
The First National Bank Of Long Island Pension PlanThe First National Bank Of Long Island$62,152,1822023
The First National Bank Of Long Island 401(K) PlanThe First National Bank Of Long Island$58,814,4322023
Gehlmeyer & Gehlmeyer P.C. Retirement Trust - Profit Sharing PlanGehlmeyer & Company, Cpa, P.C.$5,585,2922023
Fairway Consulting Group Profit Sharing PlanFcgg D/B/A Fairway Consulting Group$2,151,5452023
Mario Fischetti Nursery, Inc. Profit Sharing PlanMario Fischetti Nursery, Inc.$1,493,5682023
Greenvale Liquors, Inc. Employee Stock Ownership PlanGreenvale Liquors, Inc.$1,406,0002023
Fairway Consulting Group Cash Balance PlanFcgg D/B/A Fairway Consulting Group$710,1982023
Mario Fischetti Nursery, Inc. Cash Balance PlanMario Fischetti Nursery, Inc.$152,9002023
Blucount Inc. Retirement PlanBlucount Inc.$100,0002023
Sj Grillo Profit Sharing PlanSj Grillo$02023
London Jewelers Benefit PlanLondon Jewelersnot reported in the loaded dataset2023

Related Form 5500 pages