Beaumont, 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, Beaumont, CA has 11 loaded benefit plan(s) reported by 10 plan sponsor(s), with $41,821,043 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $41,821,043
- Total reported liabilities (EOY)
- $27,891,545
- Total reported net assets (EOY)
- $13,929,498
Contributions & income
- Employer contributions
- $5,078,546
- Participant contributions
- $927,767
- Total income / additions
- $17,423,252
Expenses & distributions
- Benefits paid / distributions
- $2,781,646
- Total expenses
- $3,897,014
- Net increase / (decrease)
- $13,526,238
Coverage
- Total reported participants
- 1,130
- Plans with financial statements
- 10
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Beaumont, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| The Contractors Retirement Plan | Bogh Engineering, Inc. | $14,513,634 | 2023 |
| Perricone Juices 401(K) Retirement Savings Plan | Beaumont Juice, Inc. Dba Perricone Juices | $10,999,576 | 2023 |
| Bogh Holdings, Inc. (F/K/A Bogh Engineering, Inc.) | Bogh Holdings, Inc. | $9,640,002 | 2023 |
| Vance Corporation Employee Stock Ownership Plan | Vance Corporation | $4,065,709 | 2023 |
| Bansi Corp. Dba Total Care Pharmacy Defined Benefit Pension Plan | Bansi Corp. Dba Total Care Pharmacy | $2,087,502 | 2023 |
| Back Porch Visions Inc. Retirement Plan | Back Porch Visions Inc. Retirement Plan | $360,951 | 2023 |
| Desert Vending Company, Inc. 401(K) Plan | Desert Vending Company, Inc. | $98,617 | 2023 |
| Segura Family Investment, Inc. 401k Profit Sharing Plan | Segura Family Investment, Inc. | $27,714 | 2023 |
| H&H Diversifications Inc. 401(K) Plan | H&H Diversifications Inc. | $17,791 | 2023 |
| Barbara And Harvey, Inc. 401(K) Profit Sharing Plan | Barbara And Harvey, Inc. | $9,547 | 2023 |
| Perricone Juices Health And Welfare Plan | Beaumont Juice, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Beaumont → · Beaumont plans by participants → · Beaumont plans with financial data → · Beaumont plans with provider compensation → · $1B+ plans in Beaumont →
Related Form 5500 pages
- All CA Form 5500 filings
- The Contractors Retirement Plan (plan 001)
- Bogh Engineering, Inc. — all reported plans
- Perricone Juices 401(K) Retirement Savings Plan (plan 001)
- Beaumont Juice, Inc. Dba Perricone Juices — all reported plans
- Bogh Holdings, Inc. (F/K/A Bogh Engineering, Inc.) (plan 002)
- Bogh Holdings, Inc. — all reported plans
- Vance Corporation Employee Stock Ownership Plan (plan 003)
- Vance Corporation — all reported plans
- Bansi Corp. Dba Total Care Pharmacy Defined Benefit Pension Plan (plan 002)
- Bansi Corp. Dba Total Care Pharmacy — all reported plans
- Back Porch Visions Inc. Retirement Plan (plan 001)
- Back Porch Visions Inc. Retirement Plan — all reported plans
- Desert Vending Company, Inc. 401(K) Plan (plan 001)
- Desert Vending Company, Inc. — all reported plans
- Segura Family Investment, Inc. 401k Profit Sharing Plan (plan 001)
- Segura Family Investment, Inc. — all reported plans
- H&H Diversifications Inc. 401(K) Plan (plan 001)
- H&H Diversifications Inc. — all reported plans
- Barbara And Harvey, Inc. 401(K) Profit Sharing Plan (plan 001)
- Barbara And Harvey, Inc. — all reported plans
- Perricone Juices Health And Welfare Plan (plan 501)
- Methodology
- Data sources