Plan5500

Buellton, 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, Buellton, CA has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $1,009,876 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Buellton

  • 5 loaded plans hold $1M in reported assets across 5 sponsors.
  • The largest, Summerland Wine Brands 401(K) Profit Sharing Plan, holds 79% of reported Buellton plan assets.
  • Plans cover 2,266 participants — about 453 per plan.
  • 40% 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$1MSummed across loaded plans$1,009,876
Total reported assets$1M$1,009,876
Total reported participants2.3K2,266
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1M total assets
Net assets$1MLiabilities$0
Contributions & income
Employer contributions$58.2K
Participant contributions$96.6K
Total income / additions$398.5K
Expenses & distributions
Benefits paid / distributions$570K
Total expenses$580.1K
Net increase / (decrease)-$181.6K

Data coverage

Plans with financial statements2 / 5 (40%)
Plans with provider compensation0 / 5 ()

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

Buellton market comparison

Largest plan share of assets79%Summerland Wine Brands 401(K) Profit Sharing Plan
Participants per plan453Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Buellton

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

  1. 1
    Summerland Wine Brands 401(K) Profit Sharing Plan$796.6K
    Terravant Wine Company, LLC Dba Summerland Wine Brands · 2023
  2. 2
    Blitz Fit Enterprises Corp. 401(K) Profit Sharing Plan$213.3K
    Blitz Fit Enterprises Corp. · 2023
  3. 3
    Chumash Group Health Plannot reported in the loaded dataset
    Chumash Casino And Resort Enterprise · 2023
  4. 4
    Coastal Vineyard Care Associates Health & Welfare Plannot reported in the loaded dataset
    Coastal Vineyard Care Associates · 2023
  5. 5
    Central Coast Agriculture, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Central Coast Agriculture, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Buellton, CA?
5 plan(s) reported by 5 sponsor(s) are loaded for Buellton, CA.

Related Form 5500 pages