Coronado, 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, Coronado, CA has 8 loaded benefit plan(s) reported by 6 plan sponsor(s), with $40,802,875 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
6
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$36.6MSummed across loaded plans$36,631,727
Total reported assets$40.8M$40,802,875
Total reported participants990
Total reported liabilities$4.2M$4,171,148

Reported net position

Reported assets = net assets + liabilities (summed)$40.8M total assets
Net assets$36.6MLiabilities$4.2M
Contributions & income
Employer contributions$3.5M
Participant contributions$2M
Total income / additions$12.9M
Expenses & distributions
Benefits paid / distributions$6.8M
Total expenses$7M
Net increase / (decrease)$5.9M

Data coverage

Plans with financial statements7 / 8 (88%)
Plans with provider compensation2 / 8 (25%)

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

Largest loaded plans in Coronado, CA
PlanSponsorReported assets (EOY)Year
Star And Crescent Boat Company 401(K) Savings PlanStar And Crescent Boat Company Dba- San Diego Harb$13,903,4982023
R3 Strategic Support Group, Inc. 401(K) PlanR3 Strategic Support Group, Inc.$11,759,3282023
R3 Employee Stock Ownership PlanR3 Strategic Support Group, Inc.$11,598,2302023
Donald M. Dill, M.D., Apc Profit Sharing PlanDonald M. Dill, M.D., A.P.C.$2,660,4302023
Re-Start, Inc. Profit Sharing PlanRe-Start, Inc.$812,7382023
National Teleconsultants Retirement Savings PlanNational Teleconsultants LLC$52,6582023
Customerthink Corporation Profit Sharing Plan & TrCustomerthink Corporation$15,9932023
Star And Crescent Boat Company Health & Welfare PlanStar And Crescent Boat Companynot reported in the loaded dataset2023

Related Form 5500 pages