Indian Wells, 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 Wells, CA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $19,487,303 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$19,487,303
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$19,487,303

Contributions & income

Employer contributions
$397,592
Participant contributions
$860,493
Total income / additions
$4,039,660

Expenses & distributions

Benefits paid / distributions
$626,388
Total expenses
$687,303
Net increase / (decrease)
$3,352,357

Coverage

Total reported participants
662
Plans with financial statements
3
Plans with provider compensation
1

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

Largest loaded plans in Indian Wells, CA
PlanSponsorReported assets (EOY)Year
Eldorado Country Club 401(K) Profit Sharing PlanEldorado Country Club, Inc.$9,848,2872023
The Reserve Club 401(K) PlanThe Reserve Club$5,361,3152023
Frasca Jewelers, Inc. 401(K) Profit Sharing PlanFrasca Jewelers, Inc.$4,277,7012023
Halo Dx, Inc. Employee Health And Welfare Benefits PlanHalo Dx, Inc.not reported in the loaded dataset2023

Related Form 5500 pages