Plan5500

Belvedere Tiburon, 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, Belvedere Tiburon, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $7,656,105 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 Belvedere Tiburon

  • 1 loaded plans hold $7.7M in reported assets across 1 sponsors.
  • The largest, Alambic Investment Management 401(K) Profit Sharing Plan & Trust, holds 100% of reported Belvedere Tiburon plan assets.
  • Plans cover 9 participants — about 9 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$7.7MSummed across loaded plans$7,656,105
Total reported assets$7.7M$7,656,105
Total reported participants9
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.7M total assets
Net assets$7.7MLiabilities$0
Contributions & income
Employer contributions$19.7K
Participant contributions$107K
Total income / additions$1M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$120
Net increase / (decrease)$1M

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 Belvedere Tiburon, 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

Belvedere Tiburon market comparison

Largest plan share of assets100%Alambic Investment Management 401(K) Profit Sharing Plan & Trust
Participants per plan9Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Belvedere Tiburon

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

  1. 1
    Alambic Investment Management 401(K) Profit Sharing Plan & Trust$7.7M
    Alambic Investment Management · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages