Plan5500

Bonsall, 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, Bonsall, CA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $3,306,321 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 Bonsall

  • 4 loaded plans hold $3.3M in reported assets across 4 sponsors.
  • The largest, Opto Precision Profit Sharing Plan, holds 54% of reported Bonsall plan assets.
  • Plans cover 17 participants — about 4 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$3.3MSummed across loaded plans$3,284,077
Total reported assets$3.3M$3,306,321
Total reported participants17
Total reported liabilities$22.2K$22,244

Reported net position

Reported assets = net assets + liabilities (summed)$3.3M total assets
Net assets$3.3MLiabilities$22.2K
Contributions & income
Employer contributions$17.5K
Participant contributions$62.8K
Total income / additions$623.2K
Expenses & distributions
Benefits paid / distributions$91.2K
Total expenses$92.5K
Net increase / (decrease)$530.7K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bonsall, 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

Bonsall market comparison

Largest plan share of assets54%Opto Precision Profit Sharing Plan
Participants per plan4Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Bonsall

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

  1. 1
    Opto Precision Profit Sharing Plan$1.8M
    Manfred P. Mieke Dba Opto Precision · 2023
  2. 2
    Lou Riddle Construction 401k Profit Sharing Plan$889.9K
    Lou Riddle Construction · 2023
  3. 3
    Prov1716 Investments, Inc 401(K) Plan$470K
    Prov1716 Investments, Inc · 2023
  4. 4
    Salpare, Inc. Profit Sharing Plan$160.7K
    Salpare, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages