Manhasset, 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, Manhasset, NY has 13 loaded benefit plan(s) reported by 12 plan sponsor(s), with $36,908,342 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
12
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$36,908,342
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$36,908,342

Contributions & income

Employer contributions
$907,699
Participant contributions
$1,120,161
Total income / additions
$10,679,357

Expenses & distributions

Benefits paid / distributions
$537,539
Total expenses
$618,849
Net increase / (decrease)
$10,060,508

Coverage

Total reported participants
322
Plans with financial statements
13
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Manhasset, 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 Manhasset, NY
PlanSponsorReported assets (EOY)Year
Hirshleifers, Inc. 401(K) Profit Sharing Plan And TrustHirshleifers, Inc.$10,184,2642023
David A Gallo & Associates Llp 401(K) Profit Sharing Plan & TrustDavid A Gallo & Associates Llp$5,144,2522023
John G. Yuan, Md, P.C. 401(K) P/S PlanJohn G. Yuan, Md, Pc$5,007,0962023
Marcan Consulting Pension PlanMarcan Consulting Corp$3,318,7692023
Barbara Rosen Keogh Plan Profit Sharing PlanBarbara L. Rosen$2,868,9632023
Ktk Mobility Inc.Retirement PlanKtk Mobility Inc.$2,067,6602023
Arnold S. Breitbart, Md Facs, Pllc Profit Sharing PlanArnold S. Breitbart, M.D. Facs, Pll C$1,890,6522023
Bellon Entertainment, Inc. Cross Tested Profit Sharing PlanBellon Entertainment, Inc.$1,861,2312023
David T. Jones Dds 401k Profit Sharing PlanDavid T. Jones, Dds, Pc$1,571,6922023
Aaron Elkowitz, Dmd, P.C. 401k PlanAaron Elkowitz, Dmd, P.C.$1,130,6792023
Norman Bakshandeh Profit Sharing PlanNorman Bakshandeh$1,115,4442023
David T. Jones, Dds Cash Balance PlanDavid T. Jones, Dds, Pc$658,3762023
Ramage, Inc. 401(K) PlanRamage, Inc.$89,2642023

Related Form 5500 pages