Sodus, 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, Sodus, NY has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $56,490,737 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$56,490,737
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$56,490,737

Contributions & income

Employer contributions
$1,292,788
Participant contributions
$1,605,375
Total income / additions
$13,107,504

Expenses & distributions

Benefits paid / distributions
$4,070,051
Total expenses
$4,204,465
Net increase / (decrease)
$8,903,039

Coverage

Total reported participants
629
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sodus, 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 Sodus, NY
PlanSponsorReported assets (EOY)Year
Reliant Community Federal Credit Union 401(K) PlanReliant Community Federal Credit Union$30,979,7102023
Dynalec Corporation Profit Sharing 401(K) PlanDynalec Corporation$25,511,0272023
Dynalec Corporation Health & Welfare Benefits PlanDynalec Corporationnot reported in the loaded dataset2023
Reliant Community Federal Credit Union Welfare Benefits PlanReliant Community Federal Credit Unionnot reported in the loaded dataset2023

Related Form 5500 pages