Plan5500

La Puente, 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, La Puente, CA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $7,101,897 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in La Puente

  • 3 loaded plans hold $7.1M in reported assets across 3 sponsors.
  • The largest, Paresh B. Kumar D.D.S. Defined Benefit Pension Plan, holds 52% of reported La Puente plan assets.
  • Plans cover 73 participants — about 24 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$7.1MSummed across loaded plans$7,101,897
Total reported assets$7.1M$7,101,897
Total reported participants73
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.1M total assets
Net assets$7.1MLiabilities$0
Contributions & income
Employer contributions$225.1K
Participant contributions$0
Total income / additions$868.5K
Expenses & distributions
Benefits paid / distributions$5.8K
Total expenses$20.9K
Net increase / (decrease)$847.7K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

La Puente market comparison

Largest plan share of assets52%Paresh B. Kumar D.D.S. Defined Benefit Pension Plan
Participants per plan24Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in La Puente

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

  1. 1
    Paresh B. Kumar D.D.S. Defined Benefit Pension Plan$3.7M
    Paresh B. Kumar D.D.S., A Sole Proprietor · 2023
  2. 2
    Bio Terra Corporation Money Purchase Pension Plan$2.1M
    Bio Terra Corporation · 2023
  3. 3
    Ace Fence Profit Sharing Plan & Trust$1.3M
    Ace Fence Company · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for La Puente, CA?
3 plan(s) reported by 3 sponsor(s) are loaded for La Puente, CA.

Related Form 5500 pages