Plan5500

Cave Creek, AZ 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, Cave Creek, AZ has 16 loaded benefit plan(s) reported by 16 plan sponsor(s), with $6,111,613 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
16
Plan sponsors
16
Latest filing year
2023

What stands out in Cave Creek

  • 16 loaded plans hold $6.1M in reported assets across 16 sponsors.
  • The largest, Jessco Electric, L.L.C. Profit Sharing Plan, holds 34% of reported Cave Creek plan assets.
  • Plans cover 44 participants — about 3 per plan.
  • 94% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.4MSummed across loaded plans$6,358,320
Total reported assets$6.1M$6,111,613
Total reported participants44
Total reported liabilities$150

Reported net position

Reported assets = net assets + liabilities (summed)$6.1M total assets
Net assets$6.4MLiabilities$150
Contributions & income
Employer contributions$321.9K
Participant contributions$250.8K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$340.5K
Total expenses$362.6K
Net increase / (decrease)$858.5K

Data coverage

Plans with financial statements15 / 16 (94%)
Plans with provider compensation0 / 16 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cave Creek, AZ 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.

Computed from loaded plans

Cave Creek market comparison

Largest plan share of assets34%Jessco Electric, L.L.C. Profit Sharing Plan
Participants per plan3Average across loaded plans
Plan sponsors16
Ranked by reported assets

Largest loaded plans in Cave Creek

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Jessco Electric, L.L.C. Profit Sharing Plan$2.1M
    Jessco Electric, L.L.C. · 2023
  2. 2
    Sun Valley Carpet Services, Inc. Profit Sharing Plan$1.5M
    Sun Valley Carpet Services, Inc. · 2023
  3. 3
    Asap Health Solutions, Inc. 401(K) Plan$1M
    Asap Health Solutions, Inc. · 2023
  4. 4
    Tate Studio 401k Plan$405.2K
    Tate Studio Architects Inc · 2023
  5. 5
    Crimson Red Corp. Retirement Plan$274.8K
    Crimson Red Corp. · 2023
  6. 6
    Brendev Inc. 401(K) Plan$249.6K
    Brendev Inc. · 2023
  7. 7
    Bck Global Search, Inc. 401(K) Plan$216K
    Bck Global Search, Inc. · 2023
  8. 8
    Reinig Ventures Inc. Retirement Plan$200.1K
    Reinig Ventures Inc. · 2023
  9. 9
    Ring And Cross, Inc. 401(K) Plan$61.4K
    Ring And Cross, Inc. · 2023
  10. 10
    Swr Enterprises, Inc. 401k Profit Sharing Plan$48.9K
    Swr Enterprises, Inc. · 2023
  11. 11
    Wavcar, Inc. 401(K) Plan$5.8K
    Wavcar, Inc. · 2023
  12. 12
    Kenndill 401k$1.2K
    Kenndill Inc. · 2023
  13. 13
    Jil Vending, Inc. 401k Profit Sharing Plan$0
    Jil Vending, Inc. · 2023
  14. 14
    Cascade Anesthesia Services Pc Profit Sharing Plan$0
    Cascade Anesthesia Services Pc · 2023
  15. 15
    Langford Abbey Ventures, Inc. 401(K) Profit Sharing Plan$0
    Langford Abbey Ventures, Inc. · 2023
  16. 16
    Cfo Resouces 401k Pension Trustnot reported in the loaded dataset
    Cfo Resources · 2023

Largest plans in Cave Creek → · Cave Creek plans by participants → · Cave Creek plans with financial data → · Cave Creek plans with provider compensation → · $1B+ plans in Cave Creek →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Cave Creek, AZ?
16 plan(s) reported by 16 sponsor(s) are loaded for Cave Creek, AZ.

Related Form 5500 pages