Westons Mills, 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, Westons Mills, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $9,838,810 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 1
- Plan sponsors
- 1
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $9,838,810
- Total reported liabilities (EOY)
- $185
- Total reported net assets (EOY)
- $9,838,625
Contributions & income
- Employer contributions
- $470,480
- Participant contributions
- $794,304
- Total income / additions
- $2,820,499
Expenses & distributions
- Benefits paid / distributions
- $422,891
- Total expenses
- $469,056
- Net increase / (decrease)
- $2,351,443
Coverage
- Total reported participants
- 398
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Westons Mills, 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 |
|---|---|---|---|
| Wellsville Carpet Town, Inc. 401k Retirement Plan | Wellsville Carpet Town, Inc. | $9,838,810 | 2023 |
Largest plans in Westons Mills → · Westons Mills plans by participants → · Westons Mills plans with financial data → · Westons Mills plans with provider compensation → · $1B+ plans in Westons Mills →