Saint James, 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, Saint James, NY has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $27,508,186 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $27,508,186
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $27,508,186
Contributions & income
- Employer contributions
- $84,084
- Participant contributions
- $2,369,111
- Total income / additions
- $6,307,292
Expenses & distributions
- Benefits paid / distributions
- $1,981,243
- Total expenses
- $2,120,461
- Net increase / (decrease)
- $4,186,831
Coverage
- Total reported participants
- 1,043
- Plans with financial statements
- 5
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Saint James, 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 |
|---|---|---|---|
| Competition Imports 401(K) Plan And Trust | Competition Imports | $20,623,015 | 2023 |
| Harbor Country Day School 403(B) Dc Plan | Harbor Country Day School | $3,490,172 | 2023 |
| Norman Keil Nurseries Inc. 401(K) Plan | Norman Keil Nurseries, Inc. | $2,925,619 | 2023 |
| Tjm Agency Inc 401(K) Plan | Tjm Agency Inc | $437,504 | 2023 |
| D. Roland Equity, Inc. 401k Profit Sharing Plan | D. Roland Equity, Inc. | $31,876 | 2023 |
| Competition Imports Welfare Benefit Plan | Competition Imports | not reported in the loaded dataset | 2023 |
Largest plans in Saint James → · Saint James plans by participants → · Saint James plans with financial data → · Saint James plans with provider compensation → · $1B+ plans in Saint James →
Related Form 5500 pages
- All NY Form 5500 filings
- Competition Imports 401(K) Plan And Trust (plan 002)
- Competition Imports — all reported plans
- Harbor Country Day School 403(B) Dc Plan (plan 001)
- Harbor Country Day School — all reported plans
- Norman Keil Nurseries Inc. 401(K) Plan (plan 001)
- Norman Keil Nurseries, Inc. — all reported plans
- Tjm Agency Inc 401(K) Plan (plan 001)
- Tjm Agency Inc — all reported plans
- D. Roland Equity, Inc. 401k Profit Sharing Plan (plan 001)
- D. Roland Equity, Inc. — all reported plans
- Competition Imports Welfare Benefit Plan (plan 501)
- Methodology
- Data sources