Plan5500

Jamul, 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, Jamul, CA has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $32,250,172 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
5
Latest filing year
2023

What stands out in Jamul

  • 5 loaded plans hold $32.3M in reported assets across 5 sponsors.
  • The largest, Carlos E. Torres, Inc. Retirement Savings Plan, holds 59% of reported Jamul plan assets.
  • Plans cover 1,484 participants — about 297 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$32.3MSummed across loaded plans$32,250,172
Total reported assets$32.3M$32,250,172
Total reported participants1.5K1,484
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$32.3M total assets
Net assets$32.3MLiabilities$0
Contributions & income
Employer contributions$935.5K
Participant contributions$2.8M
Total income / additions$8.9M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.9M
Net increase / (decrease)$7.1M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation1 / 5 (20%)

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

Jamul market comparison

Largest plan share of assets59%Carlos E. Torres, Inc. Retirement Savings Plan
Participants per plan297Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Jamul

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

  1. 1
    Carlos E. Torres, Inc. Retirement Savings Plan$18.9M
    Carlos E. Torres, Inc. · 2023
  2. 2
    Jamul Indian Village Development Corporation 401(K) Retirement Savings$13.1M
    Jamul Indian Village Development Corporation · 2023
  3. 3
    Logan Quatro Inc. Retirement Plan$260K
    Logan Quatro Inc. · 2023
  4. 4
    Spectrum Security Services, Inc. Welfare Plannot reported in the loaded dataset
    Spectrum Security Services, Inc. · 2023
  5. 5
    Steele Canyon Golf Club Employee Benefits Plannot reported in the loaded dataset
    Steele Canyon Golf Club · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Jamul, CA?
5 plan(s) reported by 5 sponsor(s) are loaded for Jamul, CA.

Related Form 5500 pages