Goshen, 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, Goshen, NY has 13 loaded benefit plan(s) reported by 10 plan sponsor(s), with $121,813,401 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
10
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$121,813,401
Total reported liabilities (EOY)
$1,641
Total reported net assets (EOY)
$121,811,760

Contributions & income

Employer contributions
$3,190,044
Participant contributions
$6,411,930
Total income / additions
$27,235,013

Expenses & distributions

Benefits paid / distributions
$7,294,819
Total expenses
$7,392,305
Net increase / (decrease)
$19,842,708

Coverage

Total reported participants
2,403
Plans with financial statements
10
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Goshen, 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 Goshen, NY
PlanSponsorReported assets (EOY)Year
Horizon Medical Group, Pc 401k Profit Sharing Plan And TrustHorizon Medical Group, Pc$57,542,5412023
Healey Brothers, Inc. 401k PlanHealey Brothers, Inc.$38,856,7092023
Blaser Swisslube Holding Corporation & SubsidiariesBlaser Swisslube Holding Corporation & Subsidiarie$9,592,6812023
Inspire 401(K) Profit Sharing Plan And TrustOrange County Cerebral Palsy Association, Inc.$4,671,0002023
King Zak Industries, Inc. Profit Sharing PlanKing Zak Industries, Inc.$4,141,7992023
Legal Aid Society Of Orange County Inc. Money Purchase PlanLegal Aid Society Of Orange County, Inc.$2,581,8082023
Gm Digital Technologies, Inc. Profit Sharing PlanGm Digital Technologies, Inc.$1,192,0532023
Mark G. Aberasturi, Attorney At Law Retirement PlanMark G. Aberasturi, Attorney$1,100,2132023
Vff Acquisition Inc 401(K) Profit Sharing Plan & TrustVff Acquisition Inc$1,092,2402023
Mark D Kalish 401(K) Profit Sharing Plan & TrustMark D Kalish$1,042,3572023
Horizon Family Medical Group Welfare Benefit PlanHorizon Family Medical Groupnot reported in the loaded dataset2023
Healey Brothers, Inc. Health And Welfare PlanHealey Brothers, Inc.not reported in the loaded dataset2023
Orange County Cerebral Palsy Association, Inc. Dba Inspire Cp Welfare Benefits PlanOrange County Cerebral Palsy Association, Inc.not reported in the loaded dataset2023

Related Form 5500 pages