Plan5500

Canyon Country, 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, Canyon Country, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $752,016 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 Canyon Country

  • 1 loaded plans hold $752K in reported assets across 1 sponsors.
  • The largest, Francis J. Cunningham, Iii Profit Sharing & 401k Plan, holds 100% of reported Canyon Country plan assets.
  • Plans cover 2 participants — about 2 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$752KSummed across loaded plans$752,016
Total reported assets$752K$752,016
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$752K total assets
Net assets$752KLiabilities—
Contributions & income
Employer contributionsNot reported
Participant contributions$14.4K
Total income / additions$168.6K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$70
Net increase / (decrease)$168.6K

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 Canyon Country, 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

Canyon Country market comparison

Largest plan share of assets100%Francis J. Cunningham, Iii Profit Sharing & 401k Plan
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Canyon Country

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

  1. 1
    Francis J. Cunningham, Iii Profit Sharing & 401k Plan$752K
    Francis J. Cunningham, Iii · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages