Plan5500

Calistoga, 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, Calistoga, CA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $4,019,239 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
4
Latest filing year
2023

What stands out in Calistoga

  • 5 loaded plans hold $4M in reported assets across 4 sponsors.
  • The largest, Indian Springs Resort 401(K) Plan, holds 58% of reported Calistoga plan assets.
  • Plans cover 416 participants — about 83 per plan.
  • 60% 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$4MSummed across loaded plans$4,019,239
Total reported assets$4M$4,019,239
Total reported participants416
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4M total assets
Net assets$4MLiabilities$0
Contributions & income
Employer contributions$139.6K
Participant contributions$421.4K
Total income / additions$1M
Expenses & distributions
Benefits paid / distributions$675.4K
Total expenses$692.3K
Net increase / (decrease)$330.9K

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation0 / 5 ()

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

Calistoga market comparison

Largest plan share of assets58%Indian Springs Resort 401(K) Plan
Participants per plan83Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Calistoga

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

  1. 1
    Indian Springs Resort 401(K) Plan$2.3M
    Resort At Indian Springs LLC · 2023
  2. 2
    Tkc 401k Plan$1.5M
    Temen & Kaiser, Cpas, Llp · 2023
  3. 3
    Mic'S Restaurant LLC 401k Plan$212.1K
    Mic'S Restaurant LLC · 2023
  4. 4
    Resort At Indian Springs, LLC Medical Benefits Plannot reported in the loaded dataset
    Resort At Indian Springs, LLC · 2023
  5. 5
    Crystal Geyser Water Company Employee Benefits Plannot reported in the loaded dataset
    Crystal Geyser Water Company · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages