Plan5500

Cayucos, 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, Cayucos, CA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $24,008 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Cayucos

  • 2 loaded plans hold $24K in reported assets across 1 sponsors.
  • The largest, Neubridg, Inc. Integrated Health Reimbursement Arrangement Plan, holds 79% of reported Cayucos plan assets.
  • Plans cover 16 participants — about 8 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$24KSummed across loaded plans$24,008
Total reported assets$24K$24,008
Total reported participants16
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$24K total assets
Net assets$24KLiabilities—
Contributions & income
Employer contributions$23.9K
Participant contributionsNot reported
Total income / additions$23.9K
Expenses & distributions
Benefits paid / distributions$22.2K
Total expenses$23.9K
Net increase / (decrease)-$5

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Cayucos market comparison

Largest plan share of assets79%Neubridg, Inc. Integrated Health Reimbursement Arrangement Plan
Participants per plan8Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Cayucos

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

  1. 1
    Neubridg, Inc. Integrated Health Reimbursement Arrangement Plan$19K
    G.F. Garcia And Sons, Inc. · 2023
  2. 2
    Neubridg, Inc. Integrated Health Reimbursement Arrangement Plan$5.1K
    G.F. Garcia And Sons, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages