Plan5500

Capo Beach, 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, Capo Beach, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,756,713 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 Capo Beach

  • 1 loaded plans hold $1.8M in reported assets across 1 sponsors.
  • The largest, Capo By The Sea, Inc. 401(K) Plan, holds 100% of reported Capo Beach plan assets.
  • Plans cover 19 participants — about 19 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$1.8MSummed across loaded plans$1,756,713
Total reported assets$1.8M$1,756,713
Total reported participants19
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.8M total assets
Net assets$1.8MLiabilities—
Contributions & income
Employer contributions$56.1K
Participant contributions$94K
Total income / additions$428.4K
Expenses & distributions
Benefits paid / distributions$27.5K
Total expenses$39.6K
Net increase / (decrease)$388.9K

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 Capo Beach, 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

Capo Beach market comparison

Largest plan share of assets100%Capo By The Sea, Inc. 401(K) Plan
Participants per plan19Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Capo Beach

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

  1. 1
    Capo By The Sea, Inc. 401(K) Plan$1.8M
    Capo By The Sea, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages