New Windsor, 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 Windsor, NY has 19 loaded benefit plan(s) reported by 16 plan sponsor(s), with $205,483,515 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
19
Plan sponsors
16
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$205,483,515
Total reported liabilities (EOY)
$309
Total reported net assets (EOY)
$205,483,206

Contributions & income

Employer contributions
$3,257,824
Participant contributions
$10,760,868
Total income / additions
$55,701,689

Expenses & distributions

Benefits paid / distributions
$16,696,860
Total expenses
$17,046,000
Net increase / (decrease)
$38,655,689

Coverage

Total reported participants
6,785
Plans with financial statements
16
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Windsor, 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 New Windsor, NY
PlanSponsorReported assets (EOY)Year
Production Resource Group 401k PlanProduction Resource Group, LLC$146,736,2242023
Lbm Advantage Inc 401(K) Profit Sharing Plan & TrustLbm Advantage Inc$24,801,0012023
Med Excel Usa, Inc. 401(K) Profit Sharing Plan And TrustMed Excel Usa, Inc.$11,116,8732023
Argenio Brothers, Inc. 401k Profit Sharing Plan And TrustArgenio Brothers, Inc.$7,548,0732023
Storm King Art Center 403(B) Retirement PlanStorm King Art Center$4,849,1262023
Premier Construction Services Hudson Valley, Inc. 401(K) Profit Sharing Plan And TrustPremier Construction Services Hudson Valley, Inc.$4,540,2202023
John O'Brien Dds, P.C. Profit Sharing PlanJohn O'Brien Dds, P.C.$1,376,0662023
Showpay LLC Retirement PlanShowpay LLC$1,057,9592023
Paramount Building Construction, Inc 401(K) Profit Sharing PlanParamount Building Construction, Inc.$1,008,5232023
Stephen Eric Enriquez, Dmd, Pc 401(K) Profit Sharing PlanStephen Eric Enriquez Dmd Pc Enriquez$686,9732023
New Windsor Volunteer Ambulance 401(K) Profit Sharing Plan And TrustNew Windsor Volunteer Ambulance$683,6962023
Thomas R. Digovanni Cpa, Pc 401(K) Profit Sharing Plan And TrustThomas R. Digovanni Cpa, P.C.$664,4512023
Carsaro Retirement PlanCarsaro Corp.$264,8042023
Murphy Derm 401(K) PlanMurphy Dermatology Group$86,7322023
Orange County Ida 401(K) Ptofit Sharing Plan And TrustOrange County Ida$62,7942023
M & J Beverage Solutions, Inc. 401(K) PlanM & J Beverage Solutions, Inc.$02023
Lbm Advantage, Inc. Welfare Benefit PlanLbm Advantage, Inc.not reported in the loaded dataset2023
Production Resource Group L.L.C.Production Resource Group, L.L.C.not reported in the loaded dataset2023
Production Resource Group, LLC Health And Welfare PlanProduction Resource Group, LLCnot reported in the loaded dataset2023

Related Form 5500 pages