Locust Valley, 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, Locust Valley, NY has 12 loaded benefit plan(s) reported by 7 plan sponsor(s), with $112,739,764 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $112,739,764
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $113,650,265
Contributions & income
- Employer contributions
- $1,788,549
- Participant contributions
- $2,614,540
- Total income / additions
- $19,491,278
Expenses & distributions
- Benefits paid / distributions
- $7,522,360
- Total expenses
- $7,602,462
- Net increase / (decrease)
- $11,888,816
Coverage
- Total reported participants
- 1,578
- Plans with financial statements
- 8
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Locust Valley, 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 |
|---|---|---|---|
| Friends Academy Defined Contribution Retirement Plan | Friends Academy | $60,457,667 | 2023 |
| Portledge School Retirement Plan Ra | Portledge School | $24,740,005 | 2023 |
| Piping Rock Club 401(K) And Defined Contribution Plan | Piping Rock Club | $13,386,359 | 2023 |
| Portledge School Tda Plan Sra/Gsra | Portledge School | $8,992,453 | 2023 |
| Humes And Wagner Llp 401(K) Profit Sharing Plan And Trust | Humes And Wagner Llp | $4,446,545 | 2023 |
| Cozy Harbor Group, Corp. 401(K) Plan | Cozy Harbor Group, Corp. | $429,864 | 2023 |
| Ampere Business Services, Inc. 401k Profit Sharing Plan | Ampere Business Services, Inc. | $168,800 | 2023 |
| Chirichella, Inc. 401(K) Profit Sharing Plan | Chirichella, Inc. | $118,071 | 2023 |
| Friends Academy Spending Plan | Friends Academy | not reported in the loaded dataset | 2023 |
| Friends Academy Disability Insurance Plan | Friends Academy C/O Independent School Management | not reported in the loaded dataset | 2023 |
| Portledge School Short-Term Disability Plan | Portledge School | not reported in the loaded dataset | 2023 |
| Portledge School Long-Term Disability Plan | Portledge School | not reported in the loaded dataset | 2023 |
Largest plans in Locust Valley → · Locust Valley plans by participants → · Locust Valley plans with financial data → · Locust Valley plans with provider compensation → · $1B+ plans in Locust Valley →
Related Form 5500 pages
- All NY Form 5500 filings
- Friends Academy Defined Contribution Retirement Plan (plan 002)
- Friends Academy — all reported plans
- Portledge School Retirement Plan Ra (plan 001)
- Portledge School — all reported plans
- Piping Rock Club 401(K) And Defined Contribution Plan (plan 003)
- Piping Rock Club — all reported plans
- Portledge School Tda Plan Sra/Gsra (plan 002)
- Humes And Wagner Llp 401(K) Profit Sharing Plan And Trust (plan 001)
- Humes And Wagner Llp — all reported plans
- Cozy Harbor Group, Corp. 401(K) Plan (plan 001)
- Cozy Harbor Group, Corp. — all reported plans
- Ampere Business Services, Inc. 401k Profit Sharing Plan (plan 001)
- Ampere Business Services, Inc. — all reported plans
- Chirichella, Inc. 401(K) Profit Sharing Plan (plan 001)
- Chirichella, Inc. — all reported plans
- Friends Academy Spending Plan (plan 501)
- Friends Academy Disability Insurance Plan (plan 508)
- Portledge School Short-Term Disability Plan (plan 502)
- Portledge School Long-Term Disability Plan (plan 503)
- Methodology
- Data sources