Plan5500

Montgomery, 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, Montgomery, NY has 11 loaded benefit plan(s) reported by 10 plan sponsor(s), with $43,165,793 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
10
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$43.2MSummed across loaded plans$43,161,405
Total reported assets$43.2M$43,165,793
Total reported participants426
Total reported liabilities$4.4K$4,388

Reported net position

Reported assets = net assets + liabilities (summed)$43.2M total assets
Net assets$43.2MLiabilities$4.4K
Contributions & income
Employer contributions$874.5K
Participant contributions$1.7M
Total income / additions$9.1M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.9M
Net increase / (decrease)$7.2M

Data coverage

Plans with financial statements10 / 11 (91%)
Plans with provider compensation1 / 11 (9%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Montgomery, 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.

Computed from loaded plans

Montgomery market comparison

Largest plan share of assets48%Nugent & Haeussler Pc Profit Sharing Plan
Participants per plan39Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in Montgomery

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Nugent & Haeussler Pc Profit Sharing Plan$20.6M
    Nugent & Haeussler Pc · 2023
  2. 2
    Walden Savings Bank 401(K) Plan$15.7M
    Walden Savings Bank · 2023
  3. 3
    American Shoring, Inc. 401(K) Profit Sharing Plan And Trust$2.4M
    American Shoring, Inc. · 2023
  4. 4
    Scm Consulting, Ltd 401(K) Profit Sharing Plan And Trust$1.3M
    Scm Consulting, Ltd · 2023
  5. 5
    Curasi Realty 401(K) Profit Sharing Plan$1.1M
    Curasi Realty, Inc. Curasi · 2023
  6. 6
    Anderson Design 401(K) Profit Sharing Plan$923.8K
    Jason T. Anderson Architect, P.C. Anderson · 2023
  7. 7
    Parity-Whats, Inc. 401(K) Plan$602.4K
    Parity-Whats, Inc. · 2023
  8. 8
    Montgomery Hospitality, Inc. 401(K) Profit Sharing Plan And Trust$165.8K
    Montgomery Hospitality, Inc. Devitt · 2023
  9. 9
    Montgomery Self Storage 401(K) Profit Sharing Plan$137K
    Montgomery Self Storage · 2023
  10. 10
    Chambers Tractor Sales, Inc. 401(K) Plan$92.5K
    Chambers Tractor Sales, Inc. · 2023
  11. 11
    Walden Savings Bank Welfare Benefit Plannot reported in the loaded dataset
    Walden Savings Bank · 2023

Largest plans in Montgomery → · Montgomery plans by participants → · Montgomery plans with financial data → · Montgomery plans with provider compensation → · $1B+ plans in Montgomery →

Related Form 5500 pages