Plan5500

Sedona, 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, Sedona, AZ has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $17,231,077 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
7
Latest filing year
2023

What stands out in Sedona

  • 9 loaded plans hold $17.2M in reported assets across 7 sponsors.
  • The largest, Boynton Canyon Management Co. 401(K) Plan, holds 53% of reported Sedona plan assets.
  • Plans cover 1,299 participants — about 144 per plan.
  • 78% of loaded plans report full Schedule H/I financial statements.
  • 22% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.2MSummed across loaded plans$17,231,077
Total reported assets$17.2M$17,231,077
Total reported participants1.3K1,299
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17.2M total assets
Net assets$17.2MLiabilities$0
Contributions & income
Employer contributions$478.6K
Participant contributions$1.5M
Total income / additions$4.1M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.6M
Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements7 / 9 (78%)
Plans with provider compensation2 / 9 (22%)

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

Sedona market comparison

Largest plan share of assets53%Boynton Canyon Management Co. 401(K) Plan
Participants per plan144Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Sedona

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

  1. 1
    Boynton Canyon Management Co. 401(K) Plan$9.2M
    Boynton Canyon Management Co Dba Enchantment · 2023
  2. 2
    Pink Jeep Tours 401k Plan$6.8M
    Pink Jeep Tours, LLC · 2023
  3. 3
    Oddworld Inhabitants Inc Defined Benefit Pension Plan$747K
    Oddworld Inhabitants Inc · 2023
  4. 4
    Thr33 Suns Inc. Retirement Plan$446.4K
    Thr33 Suns Inc. · 2023
  5. 5
    Sedona Lodging Inc. 401(K) Plan$24.6K
    Sedona Lodging Inc. · 2023
  6. 6
    Earthstar, Inc 401(K) Plan$92
    Earthstar, Inc · 2023
  7. 7
    Mefford Enterprises, Inc. 401(K) Profit Sharing Plan$0
    Mefford Enterprises, Inc. · 2023
  8. 8
    Pink Jeep Tours LLC Health Insurance Plannot reported in the loaded dataset
    Pink Jeep Tours LLC · 2023
  9. 9
    Pink Jeep Tours LLC Dental Insurance Plannot reported in the loaded dataset
    Pink Jeep Tours LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sedona, AZ?
9 plan(s) reported by 7 sponsor(s) are loaded for Sedona, AZ.

Related Form 5500 pages