Plan5500

Anaheim Hills, 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, Anaheim Hills, CA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $23,606,224 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Anaheim Hills

  • 4 loaded plans hold $23.6M in reported assets across 4 sponsors.
  • The largest, Monarch Funding Corp. Employees' Profit Sharing Plan, holds 75% of reported Anaheim Hills plan assets.
  • Plans cover 426 participants — about 107 per plan.
  • 75% 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$13.3MSummed across loaded plans$13,253,327
Total reported assets$23.6M$23,606,224
Total reported participants426
Total reported liabilities$10.4M$10,352,897

Reported net position

Reported assets = net assets + liabilities (summed)$23.6M total assets
Net assets$13.3MLiabilities$10.4M
Contributions & income
Employer contributions$1.2M
Participant contributionsNot reported
Total income / additions$2.9M
Expenses & distributions
Benefits paid / distributions$766.1K
Total expenses$1.1M
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation0 / 4 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Anaheim Hills, 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.

Computed from loaded plans

Anaheim Hills market comparison

Largest plan share of assets75%Monarch Funding Corp. Employees' Profit Sharing Plan
Participants per plan107Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Anaheim Hills

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

  1. 1
    Monarch Funding Corp. Employees' Profit Sharing Plan$17.6M
    Monarch Funding Corp. · 2023
  2. 2
    Drc Engineering, Inc. Employee Stock Ownership Plan$5.6M
    Drc Engineering, Inc. · 2023
  3. 3
    Gmfceb, Inc. Retirement Plan$379.6K
    Gmfceb, Inc. · 2023
  4. 4
    Credit Union Of Southern California Welfare Benefit Plannot reported in the loaded dataset
    Credit Union Of Southern California · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Anaheim Hills, CA?
4 plan(s) reported by 4 sponsor(s) are loaded for Anaheim Hills, CA.

Related Form 5500 pages