How many Form 5500 benefit plans are loaded for Coto De Caza, CA?

1 plan(s) reported by 1 sponsor(s) are loaded for Coto De Caza, CA.

Coto De Caza, 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, Coto De Caza, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $2,184,748 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in Coto De Caza

1 loaded plans hold $2.2M in reported assets across 1 sponsors.
The largest, Robert Mcdaniel Md, Inc. Profit Sharing Plan, holds 100% of reported Coto De Caza plan assets.
Plans cover 1 participants — about 1 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$2.2MSummed across loaded plans$2,184,748

Total reported assets$2.2M$2,184,748

Total reported participants1

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.2M total assets

Net assets$2.2MLiabilities—

Contributions & income

Total income / additions$279.3K

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$10K

Net increase / (decrease)$269.3K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Coto De Caza, 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

Coto De Caza market comparison

Largest plan share of assets100%Robert Mcdaniel Md, Inc. Profit Sharing Plan

Participants per plan1Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Coto De Caza

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

1
Robert Mcdaniel Md, Inc. Profit Sharing Plan$2.2M
Robert Mcdaniel Md, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Coto De Caza, CA?: 1 plan(s) reported by 1 sponsor(s) are loaded for Coto De Caza, CA.