Plan5500

Bermuda Dunes, 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, Bermuda Dunes, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $2,556 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 Bermuda Dunes

  • 1 loaded plans hold $2.6K in reported assets across 1 sponsors.
  • The largest, Stanley J Mroz A Professional 401(K) Profit Sharing Plan & Trust, holds 100% of reported Bermuda Dunes plan assets.
  • Plans cover 3 participants — about 3 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$2.6KSummed across loaded plans$2,556
Total reported assets$2.6K$2,556
Total reported participants3
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.6K total assets
Net assets$2.6KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$958
Expenses & distributions
Benefits paid / distributions$85.8K
Total expenses$85.9K
Net increase / (decrease)-$84.9K

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 Bermuda Dunes, 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

Bermuda Dunes market comparison

Largest plan share of assets100%Stanley J Mroz A Professional 401(K) Profit Sharing Plan & Trust
Participants per plan3Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Bermuda Dunes

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

  1. 1
    Stanley J Mroz A Professional 401(K) Profit Sharing Plan & Trust$2.6K
    Stanley J Mroz, Cpa · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages