Half Moon Bay, 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, Half Moon Bay, CA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $100,145,077 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $100,145,077
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $100,145,077
Contributions & income
- Employer contributions
- $1,769,117
- Participant contributions
- $5,612,091
- Total income / additions
- $24,139,948
Expenses & distributions
- Benefits paid / distributions
- $6,026,330
- Total expenses
- $6,061,283
- Net increase / (decrease)
- $18,078,665
Coverage
- Total reported participants
- 1,597
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Half Moon Bay, 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 |
|---|---|---|---|
| Resource Innovations, Inc. 401(K) Retirement Savings Plan | Resource Innovations, Inc. | $78,288,808 | 2023 |
| Haynes Beffel & Wolfeld Llp Retirement Plan And Trust | Haynes Beffel & Wolfeld Llp | $14,607,382 | 2023 |
| Hassett Hardware 401(K) Profit Sharing Plan | Hassett Hardware | $6,733,593 | 2023 |
| James Ford, Inc. 401(K) Plan | James Ford, Inc. | $515,294 | 2023 |
| Resource Innovations Health And Welfare Plan | Resource Innovations, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Half Moon Bay → · Half Moon Bay plans by participants → · Half Moon Bay plans with financial data → · Half Moon Bay plans with provider compensation → · $1B+ plans in Half Moon Bay →
Related Form 5500 pages
- All CA Form 5500 filings
- Resource Innovations, Inc. 401(K) Retirement Savings Plan (plan 001)
- Resource Innovations, Inc. — all reported plans
- Haynes Beffel & Wolfeld Llp Retirement Plan And Trust (plan 001)
- Haynes Beffel & Wolfeld Llp — all reported plans
- Hassett Hardware 401(K) Profit Sharing Plan (plan 001)
- Hassett Hardware — all reported plans
- James Ford, Inc. 401(K) Plan (plan 001)
- James Ford, Inc. — all reported plans
- Resource Innovations Health And Welfare Plan (plan 502)
- Methodology
- Data sources