New Paltz, 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, New Paltz, NY has 10 loaded benefit plan(s) reported by 7 plan sponsor(s), with $45,962,586 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $45,962,586
- Total reported liabilities (EOY)
- $21,340
- Total reported net assets (EOY)
- $45,941,246
Contributions & income
- Employer contributions
- $881,491
- Participant contributions
- $2,375,808
- Total income / additions
- $9,932,814
Expenses & distributions
- Benefits paid / distributions
- $2,066,608
- Total expenses
- $2,146,761
- Net increase / (decrease)
- $7,786,053
Coverage
- Total reported participants
- 2,301
- Plans with financial statements
- 6
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Paltz, 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 |
|---|---|---|---|
| Smiley Brothers, Inc. 401(K) Plan | Smiley Brothers, Inc. | $32,246,108 | 2023 |
| Chestnut Petroleum Distributors, Inc. 401(K) Plan | Chestnut Petroleum Distributors, | $5,396,335 | 2023 |
| Woodland Pond 403(B) Pension Plan | Woodland Pond | $3,246,216 | 2023 |
| Kic Chemical Inc 401(K) Profit Sharing Plan & Trust | Kic Chemical Inc | $3,062,683 | 2023 |
| Scott I. Morrison, Opt, P.C. 401(K) Profit Sharing Plan And Trust | Scott I. Morrison, Opt, P.C. | $1,679,061 | 2023 |
| Michael A. Turturro, Cpa, Pc 401(K) Profit Sharing Plan And Trust | Michael A. Turturro, Cpa, Pc | $332,183 | 2023 |
| Mohonk Employee Benefits Plan | Smiley Brothers, Inc. | not reported in the loaded dataset | 2023 |
| Viking Industries, Inc. Welfare Benefit Plan | Viking Industries, Inc. | not reported in the loaded dataset | 2023 |
| Chestnut Petroleum Dist. | Chestnut Petroleum Distributors Inc | not reported in the loaded dataset | 2023 |
| Woodland Pond Health & Welfare Plan | Woodland Pond | not reported in the loaded dataset | 2023 |
Largest plans in New Paltz → · New Paltz plans by participants → · New Paltz plans with financial data → · New Paltz plans with provider compensation → · $1B+ plans in New Paltz →
Related Form 5500 pages
- All NY Form 5500 filings
- Smiley Brothers, Inc. 401(K) Plan (plan 001)
- Smiley Brothers, Inc. — all reported plans
- Chestnut Petroleum Distributors, Inc. 401(K) Plan (plan 001)
- Chestnut Petroleum Distributors, — all reported plans
- Woodland Pond 403(B) Pension Plan (plan 001)
- Woodland Pond — all reported plans
- Kic Chemical Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Kic Chemical Inc — all reported plans
- Scott I. Morrison, Opt, P.C. 401(K) Profit Sharing Plan And Trust (plan 001)
- Scott I. Morrison, Opt, P.C. — all reported plans
- Michael A. Turturro, Cpa, Pc 401(K) Profit Sharing Plan And Trust (plan 001)
- Michael A. Turturro, Cpa, Pc — all reported plans
- Mohonk Employee Benefits Plan (plan 501)
- Viking Industries, Inc. Welfare Benefit Plan (plan 501)
- Viking Industries, Inc. — all reported plans
- Chestnut Petroleum Dist. (plan 501)
- Woodland Pond Health & Welfare Plan (plan 501)
- Methodology
- Data sources