Hillsborough, 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, Hillsborough, CA has 10 loaded benefit plan(s) reported by 6 plan sponsor(s), with $96,495,304 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $96,495,304
- Total reported liabilities (EOY)
- $197,938
- Total reported net assets (EOY)
- $96,297,366
Contributions & income
- Employer contributions
- $2,337,245
- Participant contributions
- $3,873,733
- Total income / additions
- $19,939,176
Expenses & distributions
- Benefits paid / distributions
- $6,113,952
- Total expenses
- $6,474,579
- Net increase / (decrease)
- $13,464,597
Coverage
- Total reported participants
- 1,046
- Plans with financial statements
- 8
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hillsborough, 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 |
|---|---|---|---|
| Crystal Springs Uplands School Defined Contribution Retirement Plan | Crystal Springs Uplands School | $45,129,900 | 2023 |
| The Nueva School Defined Contribution Retirement Plan | The Nueva School | $33,976,058 | 2023 |
| Executive Direction, Inc. - Profit Sharing Plan | Executive Direction, Inc. | $11,603,293 | 2023 |
| Money Purchase Plan | Alex W. Tom | $3,535,256 | 2023 |
| Profit Sharing Plan | Alex W. Tom | $1,477,274 | 2023 |
| La Canada Ventures, Inc. 401(K) Plan | La Canada Ventures, Inc. | $658,159 | 2023 |
| Executive Direction Inc. Salary Deferral Plan | Executive Direction Inc. Salary Deferral Plan | $115,364 | 2023 |
| The Kase Group 401(K) Plan | The Kase Group | $0 | 2023 |
| Crystal Springs Uplands School Health And Welfare Plan | Crystal Springs Uplands School | not reported in the loaded dataset | 2023 |
| The Nueva School Health And Welfare Benefit Plan | The Nueva School | not reported in the loaded dataset | 2023 |
Largest plans in Hillsborough → · Hillsborough plans by participants → · Hillsborough plans with financial data → · Hillsborough plans with provider compensation → · $1B+ plans in Hillsborough →
Related Form 5500 pages
- All CA Form 5500 filings
- Crystal Springs Uplands School Defined Contribution Retirement Plan (plan 001)
- Crystal Springs Uplands School — all reported plans
- The Nueva School Defined Contribution Retirement Plan (plan 001)
- The Nueva School — all reported plans
- Executive Direction, Inc. - Profit Sharing Plan (plan 001)
- Executive Direction, Inc. — all reported plans
- Money Purchase Plan (plan 005)
- Alex W. Tom — all reported plans
- Profit Sharing Plan (plan 004)
- La Canada Ventures, Inc. 401(K) Plan (plan 001)
- La Canada Ventures, Inc. — all reported plans
- Executive Direction Inc. Salary Deferral Plan (plan 002)
- The Kase Group 401(K) Plan (plan 001)
- The Kase Group — all reported plans
- Crystal Springs Uplands School Health And Welfare Plan (plan 501)
- The Nueva School Health And Welfare Benefit Plan (plan 501)
- Methodology
- Data sources