Altadena, CA 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, Altadena, CA has 13 loaded benefit plan(s) reported by 10 plan sponsor(s), with $54,393,885 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
10
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$54,393,885
Total reported liabilities (EOY)
$28,561
Total reported net assets (EOY)
$54,365,324

Contributions & income

Employer contributions
$2,356,781
Participant contributions
$3,293,069
Total income / additions
$13,264,255

Expenses & distributions

Benefits paid / distributions
$5,633,524
Total expenses
$5,915,505
Net increase / (decrease)
$7,348,750

Coverage

Total reported participants
3,561
Plans with financial statements
10
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Altadena, CA 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.

Largest loaded plans by reported assets

Largest loaded plans in Altadena, CA
PlanSponsorReported assets (EOY)Year
Five Acres 401(K) PlanFive Acres-The Boys & Girls Aid Society Of La Los Angeles County$21,219,1552023
Episcopal Communities & Services For Seniors 401(K) PlanEpiscopal Communities & Services For Seniors$21,109,8462023
Ppfa Retirement PlanPlanned Parenthood Pasadena And San Gabriel Valley, Inc.$7,630,9412023
Mountain View Mortuary 401(K) Profit Sharing Plan And TrustMountain View Mortuary, A California Corporation$2,563,6532023
Electro Construction Corporation 401(K) Profit Sharing PlanElectro Construction Corporation$1,019,2682023
Anre Technologies Inc 401(K) Profit Sharing Plan & TrustAnre Technologies Inc$793,7702023
Saint Mark'S School, Altadena, IncSaint Mark'S School, Altadena, Inc$30,4982023
Duque Capital Ventures Inc. 401(K) PlanDuque Capital Ventures Inc.$26,7542023
Lost Code, Inc. 401(K) PlanLost Code, Inc.$02023
John Hunter Attorney Profit Sharing PlanJohn Hunter Attorney$02023
Episcopal Communities And Services Welfare Benefits PlanEpiscopal Communities And Services For Seniorsnot reported in the loaded dataset2023
Five Acres Boys And Girls Aid Society Of Los Angeles County Welfare Benefits PlanFive Acres Boys And Girls Aid Society Of Los Angeles Countynot reported in the loaded dataset2023
Planned Parenthood Pasadena & San Gabriel ValleyPlanned Parenthood Pasadena & San Gabriel Valleynot reported in the loaded dataset2023

Related Form 5500 pages