Plan5500

Chino Valley, 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, Chino Valley, AZ has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $1,179,440 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
3
Latest filing year
2023

What stands out in Chino Valley

  • 3 loaded plans hold $1.2M in reported assets across 3 sponsors.
  • The largest, Quality Medical Supply, Inc. Profit Sharing Plan, holds 80% of reported Chino Valley plan assets.
  • Plans cover 9 participants — about 3 per plan.
  • 100% 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$1.2MSummed across loaded plans$1,179,440
Total reported assets$1.2M$1,179,440
Total reported participants9
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.2M total assets
Net assets$1.2MLiabilities—
Contributions & income
Employer contributions$7.9K
Participant contributions$191
Total income / additions$60.6K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$7
Net increase / (decrease)$60.6K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Chino Valley, 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

Chino Valley market comparison

Largest plan share of assets80%Quality Medical Supply, Inc. Profit Sharing Plan
Participants per plan3Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Chino Valley

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

  1. 1
    Quality Medical Supply, Inc. Profit Sharing Plan$937.8K
    Quality Medical Supply, Inc. · 2023
  2. 2
    Itp Hospitality Group Retirement Plan$235.3K
    Itp Hospitality Group, Inc. · 2023
  3. 3
    Shine-A-Light, Corp. 401(K) Plan$6.3K
    Shine-A-Light, Corp. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Chino Valley, AZ?
3 plan(s) reported by 3 sponsor(s) are loaded for Chino Valley, AZ.

Related Form 5500 pages