Plan5500

Guerneville, 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, Guerneville, CA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $80,452,802 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
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$80.5MSummed across loaded plans$80,452,802
Total reported assets$80.5M$80,452,802
Total reported participants788
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$80.5M total assets
Net assets$80.5MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$2M
Total income / additions$15M
Expenses & distributions
Benefits paid / distributions$4.1M
Total expenses$4.2M
Net increase / (decrease)$10.8M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation2 / 3 (67%)

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

Guerneville market comparison

Largest plan share of assets100%F. Korbel & Bros. 401(K) Retirement Plan
Participants per plan263Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Guerneville

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

  1. 1
    F. Korbel & Bros. 401(K) Retirement Plan$80.5M
    F. Korbel & Bros. · 2023
  2. 2
    West County Health Centers Health & Welfare Plannot reported in the loaded dataset
    West County Health Centers · 2023
  3. 3
    F. Korbel And Bros, Inc. Health & Welfare Benefit Plannot reported in the loaded dataset
    F. Korbel And Bros, Inc. · 2023

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

Related Form 5500 pages