Northport, 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, Northport, NY has 10 loaded benefit plan(s) reported by 9 plan sponsor(s), with $44,333,025 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
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $44,333,025
- Total reported liabilities (EOY)
- $3,782,587
- Total reported net assets (EOY)
- $40,550,438
Contributions & income
- Employer contributions
- $681,407
- Participant contributions
- $1,458,889
- Total income / additions
- $8,473,182
Expenses & distributions
- Benefits paid / distributions
- $2,619,476
- Total expenses
- $2,763,176
- Net increase / (decrease)
- $5,710,006
Coverage
- Total reported participants
- 635
- Plans with financial statements
- 9
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Northport, 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 |
|---|---|---|---|
| Visting Nurse Service And Hospice Of Suffolk, Inc. | Visiting Nurse Service And Hospice Of Suffolk, Inc. | $29,285,544 | 2023 |
| Applied Visions, Inc. 401(K) Profit Sharing Plan And Trust | Applied Visions, Inc. | $12,030,938 | 2023 |
| Tefra Amended And Restated R.P. Luce & Company Profit Sharing Plan | R. P. Luce & Co. Inc. | $1,622,129 | 2023 |
| Norwood Liquors, Inc. Employee Stock Ownership Plan | Norwood Liquors, Inc. | $787,000 | 2023 |
| Two Sons Virtual Offices Retirement Plan | Two Sons Virtual Offices, Inc | $262,683 | 2023 |
| Svend Enterprises, Inc. 401(K) Profit Sharing Plan | Svend Enterprises, Inc. | $260,322 | 2023 |
| Homestretch 2, Inc. 401(K) Profit Sharing Plan | Homestretch 2, Inc. | $74,936 | 2023 |
| Racc Incorporated Retirement Plan | Racc Incorporated | $9,473 | 2023 |
| Tomtatti Enterprises Inc. Retirement Plan | Tomtatti Enterprises, Inc. | $0 | 2023 |
| Visiting Nurse Service And Hospice Of Suffolk, Inc. Health And Welfare Benefit Plan | Visiting Nurse Service And Hospice Of Suffolk, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Northport → · Northport plans by participants → · Northport plans with financial data → · Northport plans with provider compensation → · $1B+ plans in Northport →
Related Form 5500 pages
- All NY Form 5500 filings
- Visting Nurse Service And Hospice Of Suffolk, Inc. (plan 003)
- Visiting Nurse Service And Hospice Of Suffolk, Inc. — all reported plans
- Applied Visions, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Applied Visions, Inc. — all reported plans
- Tefra Amended And Restated R.P. Luce & Company Profit Sharing Plan (plan 001)
- R. P. Luce & Co. Inc. — all reported plans
- Norwood Liquors, Inc. Employee Stock Ownership Plan (plan 001)
- Norwood Liquors, Inc. — all reported plans
- Two Sons Virtual Offices Retirement Plan (plan 001)
- Two Sons Virtual Offices, Inc — all reported plans
- Svend Enterprises, Inc. 401(K) Profit Sharing Plan (plan 001)
- Svend Enterprises, Inc. — all reported plans
- Homestretch 2, Inc. 401(K) Profit Sharing Plan (plan 001)
- Homestretch 2, Inc. — all reported plans
- Racc Incorporated Retirement Plan (plan 001)
- Racc Incorporated — all reported plans
- Tomtatti Enterprises Inc. Retirement Plan (plan 001)
- Tomtatti Enterprises, Inc. — all reported plans
- Visiting Nurse Service And Hospice Of Suffolk, Inc. Health And Welfare Benefit Plan (plan 502)
- Methodology
- Data sources