Plan5500

Lake Havasu City, 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 City, AZ has 15 loaded benefit plan(s) reported by 15 plan sponsor(s), with $42,586,652 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
15
Plan sponsors
15
Latest filing year
2023

What stands out in Lake Havasu City

  • 15 loaded plans hold $42.6M in reported assets across 15 sponsors.
  • The largest, Autofocus, Inc. 401(K) Plan, holds 58% of reported Lake Havasu City plan assets.
  • Plans cover 1,437 participants — about 96 per plan.
  • 87% of loaded plans report full Schedule H/I financial statements.
  • 13% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$42.6MSummed across loaded plans$42,584,823
Total reported assets$42.6M$42,586,652
Total reported participants1.4K1,437
Total reported liabilities$1.8K$1,829

Reported net position

Reported assets = net assets + liabilities (summed)$42.6M total assets
Net assets$42.6MLiabilities$1.8K
Contributions & income
Employer contributions$768.7K
Participant contributions$2.1M
Total income / additions$9.4M
Expenses & distributions
Benefits paid / distributions$6.4M
Total expenses$6.5M
Net increase / (decrease)$2.9M

Data coverage

Plans with financial statements13 / 15 (87%)
Plans with provider compensation2 / 15 (13%)

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

Largest plan share of assets58%Autofocus, Inc. 401(K) Plan
Participants per plan96Average across loaded plans
Plan sponsors15
Ranked by reported assets

Largest loaded plans in Lake Havasu City

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

  1. 1
    Autofocus, Inc. 401(K) Plan$24.7M
    Autofocus, Inc. · 2023
  2. 2
    Consolidated Carbide, Ltd. Employee Stock Ownership Plan$9.4M
    Consolidated Carbide, Ltd. · 2023
  3. 3
    401(K) Profit-Sharing Plan For Employees Of Hospice Of Havasu$3.7M
    Hospice Of Havasu · 2023
  4. 4
    Megan S.K. Wiese, M.D., P.C. 401(K) Plan$2.1M
    Megan S.K. Wiese, M.D., P.C. · 2023
  5. 5
    River City Newspaper 401(K) Plan$1.3M
    River City Newspapers, L.L.C. · 2023
  6. 6
    Gsf Profit Sharing Plan & Trust$959.1K
    Golden State Fence Company Inc · 2023
  7. 7
    Cummins Investments, Inc. Profit Sharing Plan$206.6K
    Cummins Investments, Inc. · 2023
  8. 8
    Kutschco Inc. 401(K) Plan$190.6K
    Kutschco Inc. · 2023
  9. 9
    Tk Partners, Inc. 401(K) Plan$106.3K
    Tk Partners, Inc. · 2023
  10. 10
    Hci 401k$20.7K
    Hale Consulting, Inc. · 2023
  11. 11
    Samons Bros. Framing, Inc. Esop$0
    Samons Bros. Framing, Inc. · 2023
  12. 12
    Neal Investment Company Profit Sharing Plan$0
    Neal Investment Company · 2023
  13. 13
    Higbee Enterprises, Inc. Profit Sharing Plan$0
    Higbee Enterprises, Inc. · 2023
  14. 14
    Web Industries, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Web Industries, Inc. · 2023
  15. 15
    Autofocus Health And Welfare Plannot reported in the loaded dataset
    Autofocus, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lake Havasu City, AZ?
15 plan(s) reported by 15 sponsor(s) are loaded for Lake Havasu City, AZ.

Related Form 5500 pages