Yorktown Heights, 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, Yorktown Heights, NY has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $18,239,235 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)
$18,239,235
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$18,239,235

Contributions & income

Employer contributions
$1,185,995
Participant contributions
$1,112,786
Total income / additions
$4,905,904

Expenses & distributions

Benefits paid / distributions
$2,780,731
Total expenses
$2,879,723
Net increase / (decrease)
$2,026,181

Coverage

Total reported participants
639
Plans with financial statements
4
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Yorktown Heights, 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 Yorktown Heights, NY
PlanSponsorReported assets (EOY)Year
Guiding Eyes For The Blind 403(B) PlanGuiding Eyes For The Blind$16,391,4612023
Lower Hudson Valley Employee Assistance Program Profit Sharing Plan And TrustLower Hudson Va Bldg & Constructio Trades Employees Assistance Progra$941,1492023
Continental Alternatives, Inc. 401(K) Profit Sharing PlanContinental Alternatives, Inc.$906,6252023
Rok-Built Construction Inc. Profit Sharing PlanRok-Built Construction Inc.$02023
Guiding Eyes For The Blind Health & Welfare PlanGuiding Eyes For The Blindnot reported in the loaded dataset2023
The Westchester Medical Practice Pc Section 125 Cafeteria PlanWestchester Medical Practice, Dba Newyork-Presbyterian Medical Group Hnot reported in the loaded dataset2023

Related Form 5500 pages