Millbrook, 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, Millbrook, NY has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $39,562,659 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $39,562,659
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $39,562,659
Contributions & income
- Employer contributions
- $932,906
- Participant contributions
- $1,301,970
- Total income / additions
- $7,199,953
Expenses & distributions
- Benefits paid / distributions
- $1,224,217
- Total expenses
- $1,345,851
- Net increase / (decrease)
- $5,854,102
Coverage
- Total reported participants
- 573
- Plans with financial statements
- 5
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Millbrook, 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 |
|---|---|---|---|
| Millbrook School Defined Contribution Retirement 403(B) Plan | Millbrook School | $31,974,672 | 2023 |
| Bank Of Millbrook 401(K) Profit Sharing Plan And Trust | Bank Of Millbrook | $4,229,353 | 2023 |
| Structure Works Construction, Inc. 401(K) Plan | Structure Works Construction, Inc. | $1,861,061 | 2023 |
| Yellowframe Farm LLC 401(K) Profit Sharing Plan & Trust | Yellowframe Farm LLC | $833,780 | 2023 |
| 17 A-4 LLC 401(K) Profit Sharing Plan & Trust | 17 A-4 LLC | $663,793 | 2023 |
| Millbrook School Long Term Disability Plan | Millbrook School | not reported in the loaded dataset | 2023 |
Largest plans in Millbrook → · Millbrook plans by participants → · Millbrook plans with financial data → · Millbrook plans with provider compensation → · $1B+ plans in Millbrook →
Related Form 5500 pages
- All NY Form 5500 filings
- Millbrook School Defined Contribution Retirement 403(B) Plan (plan 001)
- Millbrook School — all reported plans
- Bank Of Millbrook 401(K) Profit Sharing Plan And Trust (plan 001)
- Bank Of Millbrook — all reported plans
- Structure Works Construction, Inc. 401(K) Plan (plan 001)
- Structure Works Construction, Inc. — all reported plans
- Yellowframe Farm LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Yellowframe Farm LLC — all reported plans
- 17 A-4 LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- 17 A-4 LLC — all reported plans
- Millbrook School Long Term Disability Plan (plan 506)
- Methodology
- Data sources