East Palo Alto, 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, East Palo Alto, CA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $21,995,072 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $21,995,072
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $21,995,072
Contributions & income
- Employer contributions
- $880,415
- Participant contributions
- $1,798,965
- Total income / additions
- $6,164,338
Expenses & distributions
- Benefits paid / distributions
- $1,649,625
- Total expenses
- $1,660,058
- Net increase / (decrease)
- $4,504,280
Coverage
- Total reported participants
- 895
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for East Palo Alto, 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 |
|---|---|---|---|
| Ravenswood Family Health Center 403(B) Plan | South County Community Health Center, Inc. Dba | $17,879,056 | 2023 |
| The Primary School 401(K) Plan | The Primary School | $4,115,516 | 2023 |
| Epa-Bellehaven Information Inc. Retirement Plan | Epa-Bellehaven Information Inc. | $500 | 2023 |
| Ravenswood Family Health Center Medical Plan | South County Community Health Center, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in East Palo Alto → · East Palo Alto plans by participants → · East Palo Alto plans with financial data → · East Palo Alto plans with provider compensation → · $1B+ plans in East Palo Alto →
Related Form 5500 pages
- All CA Form 5500 filings
- Ravenswood Family Health Center 403(B) Plan (plan 002)
- South County Community Health Center, Inc. Dba — all reported plans
- The Primary School 401(K) Plan (plan 002)
- The Primary School — all reported plans
- Epa-Bellehaven Information Inc. Retirement Plan (plan 001)
- Epa-Bellehaven Information Inc. — all reported plans
- Ravenswood Family Health Center Medical Plan (plan 502)
- Methodology
- Data sources