Leroy, 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, Leroy, NY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $11,831,160 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$11,831,160
Total reported liabilities (EOY)
$64,773
Total reported net assets (EOY)
$11,766,387

Contributions & income

Employer contributions
$320,000
Participant contributions
$384,130
Total income / additions
$948,322

Expenses & distributions

Benefits paid / distributions
$944,183
Total expenses
$1,193,556
Net increase / (decrease)
-$245,234

Coverage

Total reported participants
341
Plans with financial statements
3
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Leroy, 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 Leroy, NY
PlanSponsorReported assets (EOY)Year
Trison Business Solutions, Inc. 401(K) PlanTrison Business Solutions, Inc.$6,704,3272023
Lapp Insulators LLC Retirement Income Plan For Employees Represented By The IueLapp Insulators LLC$4,525,1782023
Vanderhoof Electric Supply Inc. 401(K) PlanVanderhoof Electric Supply Inc.$601,6552023

Related Form 5500 pages