Plan5500

Lake Havasu, 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, Lake Havasu, AZ has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $4,760,068 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 Lake Havasu

  • 3 loaded plans hold $4.8M in reported assets across 3 sponsors.
  • The largest, Anderson Auto Group 401(K) Plan, holds 95% of reported Lake Havasu plan assets.
  • Plans cover 575 participants — about 192 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.8MSummed across loaded plans$4,760,068
Total reported assets$4.8M$4,760,068
Total reported participants575
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.8M total assets
Net assets$4.8MLiabilities$0
Contributions & income
Employer contributions$69.4K
Participant contributions$1M
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$781K
Total expenses$883.7K
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake Havasu, 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

Lake Havasu market comparison

Largest plan share of assets95%Anderson Auto Group 401(K) Plan
Participants per plan192Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Lake Havasu

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

  1. 1
    Anderson Auto Group 401(K) Plan$4.5M
    Rjd Holdings, LLC Dba Anderson Toyota · 2023
  2. 2
    Rolling Out Rentals Corp 401(K) Plan$160.3K
    Rolling Out Rentals Corp · 2023
  3. 3
    Trusthome Services Corporation 401(K) Plan$71.6K
    Trusthome Services Corporation · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages