Gold River, 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, Gold River, CA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $5,590,669 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Gold River

  • 3 loaded plans hold $5.6M in reported assets across 3 sponsors.
  • The largest, Unleashing Leaders, Inc Employee Stock Ownership Plan, holds 79% of reported Gold River plan assets.
  • Plans cover 201 participants — about 67 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets-$9.4MSummed across loaded plans-$9,429,462
Total reported assets$5.6M$5,590,669
Total reported participants201
Total reported liabilities$15M$15,020,131

Reported net position

Reported assets = net assets + liabilities (summed)$5.6M total assets
Net assets-$9.4MLiabilities$15M
Contributions & income
Employer contributions$617.9K
Participant contributions$342.1K
Total income / additions$5.4M
Expenses & distributions
Benefits paid / distributions$65.3K
Total expenses$388.3K
Net increase / (decrease)$5M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Gold River, 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

Gold River market comparison

Largest plan share of assets79%Unleashing Leaders, Inc Employee Stock Ownership Plan
Participants per plan67Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Gold River

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

  1. 1
    Unleashing Leaders, Inc · 2023
  2. 2
    Pacific Cities Management Inc · 2023
  3. 3
    Mac Fitness Group · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Gold River, CA?
3 plan(s) reported by 3 sponsor(s) are loaded for Gold River, CA.

Related Form 5500 pages