Plan5500

Kelseyville, 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, Kelseyville, CA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $390,900 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Kelseyville

  • 2 loaded plans hold $390.9K in reported assets across 2 sponsors.
  • The largest, Coast Range Wetlands, Inc. Profit Sharing Plan, holds 75% of reported Kelseyville plan assets.
  • Plans cover 2 participants — about 1 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$390.9KSummed across loaded plans$390,900
Total reported assets$390.9K$390,900
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$390.9K total assets
Net assets$390.9KLiabilities—
Contributions & income
Total income / additions$90.2K
Expenses & distributions
Benefits paid / distributions$2.4K
Total expenses$2.4K
Net increase / (decrease)$87.8K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Kelseyville market comparison

Largest plan share of assets75%Coast Range Wetlands, Inc. Profit Sharing Plan
Participants per plan1Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Kelseyville

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

  1. 1
    Coast Range Wetlands, Inc. Profit Sharing Plan$291.4K
    Coast Range Wetlands, Inc. · 2023
  2. 2
    Parmesan And Peppers Investment Plan$99.5K
    Parmesan And Peppers Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Kelseyville, CA?
2 plan(s) reported by 2 sponsor(s) are loaded for Kelseyville, CA.

Related Form 5500 pages