Plan5500

Boulder Creek, 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, Boulder Creek, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,092,740 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 Boulder Creek

  • 1 loaded plans hold $1.1M in reported assets across 1 sponsors.
  • The largest, Wild Roots Market Inc 401(K) Profit Sharing Plan & Trust, holds 100% of reported Boulder Creek plan assets.
  • Plans cover 129 participants — about 129 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$1.1MSummed across loaded plans$1,092,740
Total reported assets$1.1M$1,092,740
Total reported participants129
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$86.7K
Total income / additions$204.4K
Expenses & distributions
Benefits paid / distributions$19.3K
Total expenses$25.3K
Net increase / (decrease)$179.1K

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 Boulder Creek, 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

Boulder Creek market comparison

Largest plan share of assets100%Wild Roots Market Inc 401(K) Profit Sharing Plan & Trust
Participants per plan129Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Boulder Creek

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

  1. 1
    Wild Roots Market Inc 401(K) Profit Sharing Plan & Trust$1.1M
    Wild Roots Market Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages