Cotati, 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, Cotati, CA has 8 loaded benefit plan(s) reported by 5 plan sponsor(s), with $77,439,409 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
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $77,439,409
- Total reported liabilities (EOY)
- $3,532
- Total reported net assets (EOY)
- $77,435,877
Contributions & income
- Employer contributions
- $2,069,815
- Participant contributions
- $2,992,574
- Total income / additions
- $26,300,330
Expenses & distributions
- Benefits paid / distributions
- $5,546,154
- Total expenses
- $5,789,116
- Net increase / (decrease)
- $20,511,214
Coverage
- Total reported participants
- 2,916
- Plans with financial statements
- 7
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cotati, 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 |
|---|---|---|---|
| Mike Brown Electric Co. Employee Stock Ownership Plan | Mike Brown Electric Co. | $36,545,779 | 2023 |
| Traditional Medicinals, Inc. Profit Sharing & Retirement Plan | Traditional Medicinals, Inc | $28,021,127 | 2023 |
| Pt-1 Intermediate Holdings, LLC 401(K) Plan | Pt-1 Intermediate Holdings, LLC | $12,253,936 | 2023 |
| Nole Enterprises 401k Retirement Plan And Trust | Nole Enterprises, Inc. | $325,258 | 2023 |
| Cali Kind Clothing Co 401(K) Profit Sharing Plan & Trust | Cali Kind Clothing Co | $197,143 | 2023 |
| Protranport-1, LLC Health And Welfare Trust Plan | Protranport-1, LLC | $96,166 | 2023 |
| Protransport-1, LLC Heath & Welfare Plan #506 | Protransport-1, LLC | $0 | 2023 |
| Pro Transport-1 LLC Health & Welfare Plan | Pro Transport-1 LLC | not reported in the loaded dataset | 2023 |
Largest plans in Cotati → · Cotati plans by participants → · Cotati plans with financial data → · Cotati plans with provider compensation → · $1B+ plans in Cotati →
Related Form 5500 pages
- All CA Form 5500 filings
- Mike Brown Electric Co. Employee Stock Ownership Plan (plan 002)
- Mike Brown Electric Co. — all reported plans
- Traditional Medicinals, Inc. Profit Sharing & Retirement Plan (plan 001)
- Traditional Medicinals, Inc — all reported plans
- Pt-1 Intermediate Holdings, LLC 401(K) Plan (plan 001)
- Pt-1 Intermediate Holdings, LLC — all reported plans
- Nole Enterprises 401k Retirement Plan And Trust (plan 001)
- Nole Enterprises, Inc. — all reported plans
- Cali Kind Clothing Co 401(K) Profit Sharing Plan & Trust (plan 001)
- Cali Kind Clothing Co — all reported plans
- Protranport-1, LLC Health And Welfare Trust Plan (plan 505)
- Protransport-1, LLC Heath & Welfare Plan #506 (plan 506)
- Pro Transport-1 LLC Health & Welfare Plan (plan 501)
- Methodology
- Data sources