Plan5500

Pine, 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, Pine, AZ has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $50,011 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Pine

  • 1 loaded plans hold $50K in reported assets across 1 sponsors.
  • The largest, Vision Reach, Inc. 401k Plan, holds 100% of reported Pine plan assets.
  • Plans cover 2 participants — about 2 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$50KSummed across loaded plans$50,011
Total reported assets$50K$50,011
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$50K total assets
Net assets$50KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$157
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)-$157

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Pine market comparison

Largest plan share of assets100%Vision Reach, Inc. 401k Plan
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Pine

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

  1. 1
    Vision Reach, Inc. 401k Plan$50K
    Vision Reach, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Pine, AZ?
1 plan(s) reported by 1 sponsor(s) are loaded for Pine, AZ.

Related Form 5500 pages