Lake Katrine, 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, Lake Katrine, NY has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $10,155,159 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $10,155,159
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $10,155,159
Contributions & income
- Employer contributions
- $662,531
- Participant contributions
- $191,078
- Total income / additions
- $2,180,554
Expenses & distributions
- Benefits paid / distributions
- $535,139
- Total expenses
- $581,949
- Net increase / (decrease)
- $1,598,605
Coverage
- Total reported participants
- 677
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake Katrine, 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 |
|---|---|---|---|
| Wraparound Services Of The Hudson Valley Defined Contribution Plan | Wraparound Services Of The Hudson Valley | $5,489,423 | 2023 |
| Advanced Dermatology, LLC Employees Retirement Plan | Advanced Dermatology, LLC | $4,665,736 | 2023 |
| Bread Alone, Inc. Life Plan | Bread Alone, Inc. | not reported in the loaded dataset | 2023 |
| Bread Alone, Inc. Vision Plan | Bread Alone, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Lake Katrine → · Lake Katrine plans by participants → · Lake Katrine plans with financial data → · Lake Katrine plans with provider compensation → · $1B+ plans in Lake Katrine →
Related Form 5500 pages
- All NY Form 5500 filings
- Wraparound Services Of The Hudson Valley Defined Contribution Plan (plan 002)
- Wraparound Services Of The Hudson Valley — all reported plans
- Advanced Dermatology, LLC Employees Retirement Plan (plan 001)
- Advanced Dermatology, LLC — all reported plans
- Bread Alone, Inc. Life Plan (plan 502)
- Bread Alone, Inc. — all reported plans
- Bread Alone, Inc. Vision Plan (plan 503)
- Methodology
- Data sources