Mount Kisco, 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, Mount Kisco, NY has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $204,027,690 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $204,027,690
- Total reported liabilities (EOY)
- $419,980
- Total reported net assets (EOY)
- $203,607,710
Contributions & income
- Employer contributions
- $17,331,104
- Participant contributions
- $7,275,907
- Total income / additions
- $57,423,639
Expenses & distributions
- Benefits paid / distributions
- $26,235,610
- Total expenses
- $26,850,515
- Net increase / (decrease)
- $30,573,124
Coverage
- Total reported participants
- 2,814
- Plans with financial statements
- 8
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mount Kisco, 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 |
|---|---|---|---|
| Curtis Instruments, Inc. 401(K) Retirement Plan | Curtis Instruments, Inc. | $92,350,155 | 2023 |
| Kohlberg & Co. LLC Employee Savings And Profit Sharing Plan | Kohlberg & Co., LLC | $53,271,338 | 2023 |
| Richmond Children'S Center, Inc. 403(B) Plan | Richmond Childrens Center, Inc. Dba Richmond Community Services | $17,765,812 | 2023 |
| Curtis Instruments (Puerto Rico), Inc. 401(K) Retirement Plan | Curtis Instruments, Inc. | $15,773,453 | 2023 |
| The Premier Collection, LLC 401(K) Plan | The Premier Collection, LLC | $9,916,796 | 2023 |
| Tennis Equities, Inc. Employee Savings Plan | Tennis Equities, Inc. Dba Sawmill Club | $7,421,987 | 2023 |
| Bakers Union Local 37 Health & Welfare Fund | Board Of Trustees, Bakers Union Local 37 Health & | $6,978,944 | 2023 |
| Eastwood Aquatics Inc. 401k Profit Sharing Plan | Eastwood Aquatics Inc. | $549,205 | 2023 |
| The Premier Collection, LLC Health Plan | The Premier Collection, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Mount Kisco → · Mount Kisco plans by participants → · Mount Kisco plans with financial data → · Mount Kisco plans with provider compensation → · $1B+ plans in Mount Kisco →
Related Form 5500 pages
- All NY Form 5500 filings
- Curtis Instruments, Inc. 401(K) Retirement Plan (plan 001)
- Curtis Instruments, Inc. — all reported plans
- Kohlberg & Co. LLC Employee Savings And Profit Sharing Plan (plan 001)
- Kohlberg & Co., LLC — all reported plans
- Richmond Children'S Center, Inc. 403(B) Plan (plan 004)
- Richmond Childrens Center, Inc. Dba Richmond Community Services — all reported plans
- Curtis Instruments (Puerto Rico), Inc. 401(K) Retirement Plan (plan 002)
- The Premier Collection, LLC 401(K) Plan (plan 001)
- The Premier Collection, LLC — all reported plans
- Tennis Equities, Inc. Employee Savings Plan (plan 001)
- Tennis Equities, Inc. Dba Sawmill Club — all reported plans
- Bakers Union Local 37 Health & Welfare Fund (plan 501)
- Board Of Trustees, Bakers Union Local 37 Health & — all reported plans
- Eastwood Aquatics Inc. 401k Profit Sharing Plan (plan 001)
- Eastwood Aquatics Inc. — all reported plans
- The Premier Collection, LLC Health Plan (plan 501)
- Methodology
- Data sources