Lake Sucess, 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 Sucess, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $9,574,723 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 1
- Plan sponsors
- 1
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $9,574,723
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $9,574,723
Contributions & income
- Employer contributions
- $298,989
- Participant contributions
- $1,031,437
- Total income / additions
- $3,106,360
Expenses & distributions
- Benefits paid / distributions
- $1,144,749
- Total expenses
- $1,170,080
- Net increase / (decrease)
- $1,936,280
Coverage
- Total reported participants
- 659
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake Sucess, 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 |
|---|---|---|---|
| Transervice Retirement Plan | Transervice Logistics, Inc. | $9,574,723 | 2023 |
Largest plans in Lake Sucess → · Lake Sucess plans by participants → · Lake Sucess plans with financial data → · Lake Sucess plans with provider compensation → · $1B+ plans in Lake Sucess →