Plan5500

Hacienda Heights, 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, Hacienda Heights, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $188,741 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 Hacienda Heights

  • 1 loaded plans hold $188.7K in reported assets across 1 sponsors.
  • The largest, Stephan Family Enterprise 401(K) Plan, holds 100% of reported Hacienda Heights plan assets.
  • Plans cover 1 participants — about 1 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$188.7KSummed across loaded plans$188,741
Total reported assets$188.7K$188,741
Total reported participants1
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$188.7K total assets
Net assets$188.7KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$0
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$0

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 Hacienda Heights, 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

Hacienda Heights market comparison

Largest plan share of assets100%Stephan Family Enterprise 401(K) Plan
Participants per plan1Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Hacienda Heights

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

  1. 1
    Stephan Family Enterprise 401(K) Plan$188.7K
    Stephan Family Enterprise · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages