South Setauket, 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, South Setauket, NY has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $10,730,954 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
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $10,730,954
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $10,730,954
Contributions & income
- Employer contributions
- $541,567
- Participant contributions
- $573,667
- Total income / additions
- $2,471,712
Expenses & distributions
- Benefits paid / distributions
- $591,576
- Total expenses
- $632,294
- Net increase / (decrease)
- $1,839,418
Coverage
- Total reported participants
- 492
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for South Setauket, 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 |
|---|---|---|---|
| Active Retirement Community D/B/A Jefferson'S Ferry 403(B) Tax Deferred Investment Savings Plan | Active Retirement Community Inc. | $10,730,954 | 2023 |
| Active Retirement Community, Inc. Dba Jefferson'S Ferry Welfare Benefit Plan | Active Retirement Community, Inc. | not reported in the loaded dataset | 2023 |
| Eeshank Incorporation Profit Sharing Plan | Eeshank Incorporation | not reported in the loaded dataset | 2023 |
Largest plans in South Setauket → · South Setauket plans by participants → · South Setauket plans with financial data → · South Setauket plans with provider compensation → · $1B+ plans in South Setauket →
Related Form 5500 pages
- All NY Form 5500 filings
- Active Retirement Community D/B/A Jefferson'S Ferry 403(B) Tax Deferred Investment Savings Plan (plan 001)
- Active Retirement Community Inc. — all reported plans
- Active Retirement Community, Inc. Dba Jefferson'S Ferry Welfare Benefit Plan (plan 505)
- Eeshank Incorporation Profit Sharing Plan (plan 001)
- Eeshank Incorporation — all reported plans
- Methodology
- Data sources