Indian Wellis, 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, Indian Wellis, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $12,601,606 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 Indian Wellis
- 1 loaded plans hold $12.6M in reported assets across 1 sponsors.
- The largest, The Vintage Club Employee Retirement Plan, holds 100% of reported Indian Wellis plan assets.
- Plans cover 180 participants — about 180 per plan.
- 100% of loaded plans report full Schedule H/I financial statements.
- 100% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Indian Wellis, 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.
Indian Wellis market comparison
Largest loaded plans in Indian Wellis
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
Largest plans in Indian Wellis → · Indian Wellis plans by participants → · Indian Wellis plans with financial data → · Indian Wellis plans with provider compensation → · $1B+ plans in Indian Wellis →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Indian Wellis, CA?
- 1 plan(s) reported by 1 sponsor(s) are loaded for Indian Wellis, CA.