Saugerties, 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, Saugerties, NY has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $77,718,599 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $77,718,599
- Total reported liabilities (EOY)
- $32,322,697
- Total reported net assets (EOY)
- $45,285,435
Contributions & income
- Employer contributions
- $1,897,908
- Participant contributions
- $625,426
- Total income / additions
- $19,418,133
Expenses & distributions
- Benefits paid / distributions
- $1,583,823
- Total expenses
- $2,740,031
- Net increase / (decrease)
- $16,678,102
Coverage
- Total reported participants
- 696
- Plans with financial statements
- 7
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Saugerties, 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 |
|---|---|---|---|
| Tower Products Esop | Tower Products Incorporated | $55,352,017 | 2023 |
| Tower Products Incorporated Profit Sharing Plan | Tower Products Incorporated | $17,163,928 | 2023 |
| Peak Trading Corporation 401(K) Profit Sharing Plan & Trust | Peak Trading Corporation | $2,685,284 | 2023 |
| Lodolce Machine Retirement Plan | Lodolce Machine Co., Inc. | $1,209,674 | 2023 |
| Robert J. Allen, Cpa, Pc 401(K) Profit Sharing Plan | Robert J. Allen, Cpa, P.C. | $921,235 | 2023 |
| Victor V Churchill, Cpa, Pc 401(K) Profit Sharing Plan And Trust | Victor V. Churchill, Cpa, Pc | $275,994 | 2023 |
| Stanley Auto Services, Inc. 401(K) Profit Sharing Plan | Stanley Auto Services, Inc. | $110,467 | 2023 |
| Tower Products, Inc. Health Plan | Tower Products Incorporated | not reported in the loaded dataset | 2023 |
| Tower Products Incorporated Health Reimbursement Plan | Tower Products Incorporated | not reported in the loaded dataset | 2023 |
Largest plans in Saugerties → · Saugerties plans by participants → · Saugerties plans with financial data → · Saugerties plans with provider compensation → · $1B+ plans in Saugerties →
Related Form 5500 pages
- All NY Form 5500 filings
- Tower Products Esop (plan 002)
- Tower Products Incorporated — all reported plans
- Tower Products Incorporated Profit Sharing Plan (plan 001)
- Peak Trading Corporation 401(K) Profit Sharing Plan & Trust (plan 001)
- Peak Trading Corporation — all reported plans
- Lodolce Machine Retirement Plan (plan 001)
- Lodolce Machine Co., Inc. — all reported plans
- Robert J. Allen, Cpa, Pc 401(K) Profit Sharing Plan (plan 001)
- Robert J. Allen, Cpa, P.C. — all reported plans
- Victor V Churchill, Cpa, Pc 401(K) Profit Sharing Plan And Trust (plan 001)
- Victor V. Churchill, Cpa, Pc — all reported plans
- Stanley Auto Services, Inc. 401(K) Profit Sharing Plan (plan 001)
- Stanley Auto Services, Inc. — all reported plans
- Tower Products, Inc. Health Plan (plan 501)
- Tower Products Incorporated Health Reimbursement Plan (plan 506)
- Methodology
- Data sources