Plan5500

Glen Ellen, 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, Glen Ellen, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $147,998 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 Glen Ellen

  • 1 loaded plans hold $148K in reported assets across 1 sponsors.
  • The largest, Eichbaum Investments Co. 401(K) Plan, holds 100% of reported Glen Ellen plan assets.
  • Plans cover 15 participants — about 15 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$148KSummed across loaded plans$147,998
Total reported assets$148K$147,998
Total reported participants15
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$148K total assets
Net assets$148KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$2.3K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$2.3K

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 Glen Ellen, 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

Glen Ellen market comparison

Largest plan share of assets100%Eichbaum Investments Co. 401(K) Plan
Participants per plan15Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Glen Ellen

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

  1. 1
    Eichbaum Investments Co. 401(K) Plan$148K
    Eichbaum Investments Co. · 2023

Largest plans in Glen Ellen → · Glen Ellen plans by participants → · Glen Ellen plans with financial data → · Glen Ellen plans with provider compensation → · $1B+ plans in Glen Ellen →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Glen Ellen, CA?
1 plan(s) reported by 1 sponsor(s) are loaded for Glen Ellen, CA.

Related Form 5500 pages