Middle Island, 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, Middle Island, NY has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $14,529,883 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
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,529,883
Total reported net assets (EOY)
$14,529,883

Contributions & income

Employer contributions
$361,908
Participant contributions
$1,182,339
Total income / additions
$3,795,280

Expenses & distributions

Benefits paid / distributions
$3,008,522
Total expenses
$3,098,751
Net increase / (decrease)
$696,529

Coverage

Total reported participants
1,362
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Middle Island, 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 Middle Island, NY
PlanSponsorReported assets (EOY)Year
Just Kids 401(K) PlanCam-Held Enterprises, Inc.$14,231,9662023
Greenrose Production Studios Inc. Retirement PlanGreenrose Production Studios Inc.$297,9172023
Cam-Held Enterprises, Inc. Dba Just Kids Welfare Benefits PlanCam-Held Enterprises, Inc. Dba Just Kidsnot reported in the loaded dataset2023

Related Form 5500 pages