Old Bethpage, 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, Old Bethpage, NY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $68,107,410 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $68,107,410
- Total reported liabilities (EOY)
- $2,581,016
- Total reported net assets (EOY)
- $65,526,394
Contributions & income
- Employer contributions
- $4,728,105
- Participant contributions
- $5,140,909
- Total income / additions
- $18,940,161
Expenses & distributions
- Benefits paid / distributions
- $6,199,239
- Total expenses
- $6,510,369
- Net increase / (decrease)
- $12,429,792
Coverage
- Total reported participants
- 2,360
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Old Bethpage, 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 |
|---|---|---|---|
| Family Residences Retirement & 401(K) Savings Plan | Family Residences & Essential | $67,722,083 | 2023 |
| Carstin Corp. Employee Stock Ownership Plan | Carstin Corp. | $305,000 | 2023 |
| Tpe Ventures, Inc. 401(K) Plan | Tpe Ventures, Inc. | $80,327 | 2023 |
Largest plans in Old Bethpage → · Old Bethpage plans by participants → · Old Bethpage plans with financial data → · Old Bethpage plans with provider compensation → · $1B+ plans in Old Bethpage →
Related Form 5500 pages
- All NY Form 5500 filings
- Family Residences Retirement & 401(K) Savings Plan (plan 002)
- Family Residences & Essential — all reported plans
- Carstin Corp. Employee Stock Ownership Plan (plan 001)
- Carstin Corp. — all reported plans
- Tpe Ventures, Inc. 401(K) Plan (plan 001)
- Tpe Ventures, Inc. — all reported plans
- Methodology
- Data sources