Fallbrook, 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, Fallbrook, CA has 15 loaded benefit plan(s) reported by 14 plan sponsor(s), with $33,604,008 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $33,604,008
- Total reported liabilities (EOY)
- $19,813
- Total reported net assets (EOY)
- $33,584,195
Contributions & income
- Employer contributions
- $2,231,564
- Participant contributions
- $2,879,456
- Total income / additions
- $15,122,452
Expenses & distributions
- Benefits paid / distributions
- $2,030,275
- Total expenses
- $2,393,587
- Net increase / (decrease)
- $12,728,865
Coverage
- Total reported participants
- 4,008
- Plans with financial statements
- 13
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fallbrook, 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 |
|---|---|---|---|
| Axelgaard Manufacturing Co., Ltd. 401(K) Plan | Axelgaard Manufacturing Co., Ltd. | $10,880,086 | 2023 |
| Del Rey Avocado Company, Inc. Profit Sharing Plan | Del Rey Avocado Company, Inc. | $8,697,206 | 2023 |
| Sunlet Nursery, Inc. Profit Sharing Plan | Sunlet Nursery, Inc. | $6,779,825 | 2023 |
| Medical Fitness Solutions LLC 401k Savings Plan | Fitness Systems LLC Dba Medical Fitness Solutions | $2,229,935 | 2023 |
| Executive Landscape, Inc. Profit Sharing Plan | Executive Landscape, Inc. | $2,098,466 | 2023 |
| Traut Petroleum, Inc Ml Standardized Profit Sharing Plan | Traut Petroleum, Inc. | $1,234,908 | 2023 |
| Straub Construction Inc. 401(K) Profit Sharing Plan | Straub Construction, Inc. | $767,374 | 2023 |
| Fallbrook-Rancho Surgery, A Medical Corp 401(K) Profit Sharing Plan And Trust | Fallbrook Rancho Surgery | $466,047 | 2023 |
| West Coast Painting 401(K) Plan | Bmk Painting Inc. | $447,681 | 2023 |
| Joe Inc Enterprises Profit Sharing Plan | Joe Inc Enterprises | $2,480 | 2023 |
| Med Exp Reimb Plan Of The California Firefighters Benefit Trust | Fallbrook Firefighters Association | $0 | 2023 |
| Tomis Holdings, Inc. 401(K) Plan | Tomis Holdings, Inc. | $0 | 2023 |
| Kashmolah Holdings 401(K) Plan | Kashmolah Holdings | $0 | 2023 |
| Axelgaard Manufacturing Co., Ltd Health And Welfare Plan | Axelgaard Manufacturing Co., Ltd. | not reported in the loaded dataset | 2023 |
| Southwest Boulder & Stone Health Plan | Southwest Boulder & Stone, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Fallbrook → · Fallbrook plans by participants → · Fallbrook plans with financial data → · Fallbrook plans with provider compensation → · $1B+ plans in Fallbrook →
Related Form 5500 pages
- All CA Form 5500 filings
- Axelgaard Manufacturing Co., Ltd. 401(K) Plan (plan 001)
- Axelgaard Manufacturing Co., Ltd. — all reported plans
- Del Rey Avocado Company, Inc. Profit Sharing Plan (plan 001)
- Del Rey Avocado Company, Inc. — all reported plans
- Sunlet Nursery, Inc. Profit Sharing Plan (plan 001)
- Sunlet Nursery, Inc. — all reported plans
- Medical Fitness Solutions LLC 401k Savings Plan (plan 001)
- Fitness Systems LLC Dba Medical Fitness Solutions — all reported plans
- Executive Landscape, Inc. Profit Sharing Plan (plan 001)
- Executive Landscape, Inc. — all reported plans
- Traut Petroleum, Inc Ml Standardized Profit Sharing Plan (plan 001)
- Traut Petroleum, Inc. — all reported plans
- Straub Construction Inc. 401(K) Profit Sharing Plan (plan 001)
- Straub Construction, Inc. — all reported plans
- Fallbrook-Rancho Surgery, A Medical Corp 401(K) Profit Sharing Plan And Trust (plan 001)
- Fallbrook Rancho Surgery — all reported plans
- West Coast Painting 401(K) Plan (plan 001)
- Bmk Painting Inc. — all reported plans
- Joe Inc Enterprises Profit Sharing Plan (plan 001)
- Joe Inc Enterprises — all reported plans
- Med Exp Reimb Plan Of The California Firefighters Benefit Trust (plan 501)
- Fallbrook Firefighters Association — all reported plans
- Tomis Holdings, Inc. 401(K) Plan (plan 001)
- Tomis Holdings, Inc. — all reported plans
- Kashmolah Holdings 401(K) Plan (plan 001)
- Kashmolah Holdings — all reported plans
- Axelgaard Manufacturing Co., Ltd Health And Welfare Plan (plan 551)
- Southwest Boulder & Stone Health Plan (plan 501)
- Southwest Boulder & Stone, Inc. — all reported plans
- Methodology
- Data sources