Plan5500

Paradise 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, Paradise Valley, AZ has 10 loaded benefit plan(s) reported by 8 plan sponsor(s), with $76,322,799 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
8
Latest filing year
2023

What stands out in Paradise Valley

  • 10 loaded plans hold $76.3M in reported assets across 8 sponsors.
  • The largest, Phoenix Country Day School 403b Retirement Plan, holds 55% of reported Paradise Valley plan assets.
  • Plans cover 1,040 participants — about 104 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 30% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$76.4MSummed across loaded plans$76,380,554
Total reported assets$76.3M$76,322,799
Total reported participants1K1,040
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$76.3M total assets
Net assets$76.4MLiabilities$0
Contributions & income
Employer contributions$2.9M
Participant contributions$4.2M
Total income / additions$20.5M
Expenses & distributions
Benefits paid / distributions$11.4M
Total expenses$11.6M
Net increase / (decrease)$8.9M

Data coverage

Plans with financial statements8 / 10 (80%)
Plans with provider compensation3 / 10 (30%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Paradise 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

Paradise Valley market comparison

Largest plan share of assets55%Phoenix Country Day School 403b Retirement Plan
Participants per plan104Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Paradise Valley

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

  1. 1
    Phoenix Country Day School 403b Retirement Plan$42.3M
    Phoenix Country Day School · 2023
  2. 2
    Parchment LLC 401(K) Profit Sharing Plan And Trust$15.6M
    Parchment LLC · 2023
  3. 3
    Paradise Valley Country Club 401(K) Plan$9.9M
    Paradise Valley Country Club, Inc. · 2023
  4. 4
    Merit Partners, Inc. Defined Benefit Plan$5.9M
    Merit Partners, Inc. · 2023
  5. 5
    Christophe Sevrain LLC Mpp$1.9M
    Cjps Properties, LLC · 2023
  6. 6
    Akash Makkar, Pllc Cash Balance Plan$720.7K
    Akash Makkar, Pllc · 2023
  7. 7
    Rajeev S. Kathuria, M.D., P.C. Retirement Plan$0
    Rajeev S. Kathuria, M.D., P.C. · 2023
  8. 8
    Christophe Sevrain, L.L.C Money Purchase Plan$0
    Cjps Home Care, LLC · 2023
  9. 9
    Paradise Valley Country Club Employee Benefits Plannot reported in the loaded dataset
    Paradise Valley Country Club · 2023
  10. 10
    Phoenix Country Day School Group Benefit Plannot reported in the loaded dataset
    Phoenix Country Day School · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Paradise Valley, AZ?
10 plan(s) reported by 8 sponsor(s) are loaded for Paradise Valley, AZ.

Related Form 5500 pages