Citrus Heights, 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, Citrus Heights, CA has 11 loaded benefit plan(s) reported by 11 plan sponsor(s), with $66,573,163 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $66,573,163
- Total reported liabilities (EOY)
- $271,106
- Total reported net assets (EOY)
- $66,302,057
Contributions & income
- Employer contributions
- $1,707,371
- Participant contributions
- $3,477,951
- Total income / additions
- $13,750,602
Expenses & distributions
- Benefits paid / distributions
- $6,390,891
- Total expenses
- $6,529,996
- Net increase / (decrease)
- $7,220,606
Coverage
- Total reported participants
- 1,381
- Plans with financial statements
- 10
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Citrus Heights, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| The Deacon 401(K) Plan | Deacon Holdings, Inc. | $59,145,495 | 2023 |
| Capture Technologies, Inc. Employee Stock Ownership Plan And Trust | Capture Technologies, Inc. | $2,235,628 | 2023 |
| American Equity Service Inc Profit Sharing Plan | American Equity Service Inc | $1,826,511 | 2023 |
| Ciminocare 401(K) Profit Sharing Plan And Trust | Ciminocare | $1,387,342 | 2023 |
| Employee Benefit Plan Of Paradise Oaks Youth Services | Paradise Oaks Youth Services | $1,119,341 | 2023 |
| Trixiebell Inc. 401(K) Plan | Trixiebell Inc. | $725,367 | 2023 |
| Roberts Coaching Inc. Retirement Plan | Roberts Coaching Inc. | $96,709 | 2023 |
| M & G Truck Service Profit Sharing Plan | M & G Truck Service | $30,257 | 2023 |
| Big Fun Entertainment, Inc. 401k Plan | Big Fun Entertainment, Inc. | $6,449 | 2023 |
| Skowron & Bunning, Llp 401(K) Plan | Skowron & Bunning, Llp | $64 | 2023 |
| Deacon Flexible Benefit Plan | Deacon Construction, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Citrus Heights → · Citrus Heights plans by participants → · Citrus Heights plans with financial data → · Citrus Heights plans with provider compensation → · $1B+ plans in Citrus Heights →
Related Form 5500 pages
- All CA Form 5500 filings
- The Deacon 401(K) Plan (plan 001)
- Deacon Holdings, Inc. — all reported plans
- Capture Technologies, Inc. Employee Stock Ownership Plan And Trust (plan 001)
- Capture Technologies, Inc. — all reported plans
- American Equity Service Inc Profit Sharing Plan (plan 001)
- American Equity Service Inc — all reported plans
- Ciminocare 401(K) Profit Sharing Plan And Trust (plan 002)
- Ciminocare — all reported plans
- Employee Benefit Plan Of Paradise Oaks Youth Services (plan 001)
- Paradise Oaks Youth Services — all reported plans
- Trixiebell Inc. 401(K) Plan (plan 001)
- Trixiebell Inc. — all reported plans
- Roberts Coaching Inc. Retirement Plan (plan 001)
- Roberts Coaching Inc. — all reported plans
- M & G Truck Service Profit Sharing Plan (plan 001)
- M & G Truck Service — all reported plans
- Big Fun Entertainment, Inc. 401k Plan (plan 001)
- Big Fun Entertainment, Inc. — all reported plans
- Skowron & Bunning, Llp 401(K) Plan (plan 001)
- Skowron & Bunning, Llp — all reported plans
- Deacon Flexible Benefit Plan (plan 501)
- Deacon Construction, LLC — all reported plans
- Methodology
- Data sources