Lima, 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, Lima, NY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $5,965,992 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)
- $5,965,992
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $5,965,992
Contributions & income
- Employer contributions
- $86,355
- Participant contributions
- $570,057
- Total income / additions
- $1,526,175
Expenses & distributions
- Benefits paid / distributions
- $307,423
- Total expenses
- $373,495
- Net increase / (decrease)
- $1,152,680
Coverage
- Total reported participants
- 282
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lima, 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 |
|---|---|---|---|
| Bristol Id Technologies 401(K) Profit Sharing Plan | Bristol Graphics, Inc. Dba Bristol Id Technologies, Inc. | $4,299,779 | 2023 |
| Superior Walls Of Upstate Ny, Inc. 401 (K) Plan | Superior Walls Of Upstate Ny, Inc. | $1,333,413 | 2023 |
| Kling Sales & Service, Inc. 401(K) Plan | Kling Sales & Service, Inc. | $332,800 | 2023 |
Largest plans in Lima → · Lima plans by participants → · Lima plans with financial data → · Lima plans with provider compensation → · $1B+ plans in Lima →
Related Form 5500 pages
- All NY Form 5500 filings
- Bristol Id Technologies 401(K) Profit Sharing Plan (plan 001)
- Bristol Graphics, Inc. Dba Bristol Id Technologies, Inc. — all reported plans
- Superior Walls Of Upstate Ny, Inc. 401 (K) Plan (plan 001)
- Superior Walls Of Upstate Ny, Inc. — all reported plans
- Kling Sales & Service, Inc. 401(K) Plan (plan 001)
- Kling Sales & Service, Inc. — all reported plans
- Methodology
- Data sources