Plan5500

Cathedral City, 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, Cathedral City, CA has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $17,278,702 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Cathedral City

  • 6 loaded plans hold $17.3M in reported assets across 5 sponsors.
  • The largest, Palm Springs Motors 401(K) Plan & Trust, holds 100% of reported Cathedral City plan assets.
  • Plans cover 999 participants — about 167 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.3MSummed across loaded plans$17,278,702
Total reported assets$17.3M$17,278,702
Total reported participants999
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17.3M total assets
Net assets$17.3MLiabilities$0
Contributions & income
Employer contributions$92.9K
Participant contributions$1.2M
Total income / additions$3.7M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.5M
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation1 / 6 (17%)

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

Cathedral City market comparison

Largest plan share of assets100%Palm Springs Motors 401(K) Plan & Trust
Participants per plan167Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Cathedral City

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

  1. 1
    Palm Springs Motors 401(K) Plan & Trust$17.3M
    Palm Springs Motors, Inc. · 2023
  2. 2
    Wwtn, Inc 401(K) Plan$0
    Wwtn, Inc · 2023
  3. 3
    Prbanks Enterprises Retirement Plan$0
    Prbanks Enterprises · 2023
  4. 4
    Burgett Enterprise, Inc. 401(K) Plan$0
    Burgett Enterprise, Inc. · 2023
  5. 5
    Angel View Employee Benefit Plannot reported in the loaded dataset
    Angel View, Inc. · 2023
  6. 6
    Palm Springs Motors, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Palm Springs Motors, Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages