Katonah, 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, Katonah, NY has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $108,184,111 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
- 3
- Total reported assets (EOY)
- $108,184,111
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Four Winds, Inc. Retirement Income Plan | Four Winds, Inc. | $53,400,907 | 2023 |
| Four Winds 401(K) Savings And Investment Plan | Four Winds, Inc. | $40,432,423 | 2023 |
| The Harvey School Retirement Plan | The Harvey School | $14,350,781 | 2023 |
| Four Winds Hospital Welfare Benefit Plan | Four Winds Hospital | not reported in the loaded dataset | 2023 |
| Lexington Center For Recovery Flexible Benefits Plan | Lexington Center For Recovery, Inc | not reported in the loaded dataset | 2023 |
Largest plans in Katonah → · Katonah plans with financial data → · $1B+ plans in Katonah → · Providers by reported compensation →
Related Form 5500 pages
- All NY Form 5500 filings
- Four Winds, Inc. Retirement Income Plan (plan 001)
- Four Winds, Inc. — all reported plans
- Four Winds 401(K) Savings And Investment Plan (plan 002)
- The Harvey School Retirement Plan (plan 001)
- The Harvey School — all reported plans
- Four Winds Hospital Welfare Benefit Plan (plan 501)
- Lexington Center For Recovery Flexible Benefits Plan (plan 501)
- Lexington Center For Recovery, Inc — all reported plans
- Methodology
- Data sources