Plan5500

Laguna Beach, 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, Laguna Beach, CA has 22 loaded benefit plan(s) reported by 22 plan sponsor(s), with $29,816,949 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
22
Plan sponsors
22
Latest filing year
2023

What stands out in Laguna Beach

  • 22 loaded plans hold $29.8M in reported assets across 22 sponsors.
  • The largest, Health Group Management, LLC 401(K) Plan, holds 31% of reported Laguna Beach plan assets.
  • Plans cover 2,589 participants — about 118 per plan.
  • 91% of loaded plans report full Schedule H/I financial statements.
  • 5% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$29.8MSummed across loaded plans$29,816,949
Total reported assets$29.8M$29,816,949
Total reported participants2.6K2,589
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$29.8M total assets
Net assets$29.8MLiabilities$0
Contributions & income
Employer contributions$930K
Participant contributions$2M
Total income / additions$6.5M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.6M
Net increase / (decrease)$4.9M

Data coverage

Plans with financial statements20 / 22 (91%)
Plans with provider compensation1 / 22 (5%)

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

Laguna Beach market comparison

Largest plan share of assets31%Health Group Management, LLC 401(K) Plan
Participants per plan118Average across loaded plans
Plan sponsors22
Ranked by reported assets

Largest loaded plans in Laguna Beach

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

  1. 1
    Health Group Management, LLC 401(K) Plan$9.1M
    Health Group Management, LLC · 2023
  2. 2
    S.L. Contursi, Inc. Profit Sharing Plan$5M
    S.L. Contursi, Inc. Rare Coin Gallery · 2023
  3. 3
    Nicholas C. Davis, D.D.S., Inc. 401k Profit Sharing Plan$4.5M
    Nicholas C. Davis, D.D.S., Inc. · 2023
  4. 4
    Sall Spencer Callas & Krueger 401(K) Profit Sharing Plan & Trust$4.1M
    Sall Spencer Callas & Krueger · 2023
  5. 5
    Fire Protection Solutions, Inc. 401(K) Profit Sharing Plan$2.8M
    Fire Protection Solutions, Inc. · 2023
  6. 6
    Nokes & Quinn, A Professional Corporation Profit Sharing Plan$1.4M
    Nokes & Quinn, A Professional Corporation · 2023
  7. 7
    James Wantz Accountancy Corp. Money Purchase Plan Dated 010198$752.9K
    James Wantz Accountancy Corp. · 2023
  8. 8
    Mckeown Incorporated 401k Trust$523.4K
    Mckeown Incorporated · 2023
  9. 9
    Harlar, LLC Profit Sharing Plan$386.2K
    Harlar, LLC · 2023
  10. 10
    Robert S Pashman Md Inc Profit Sharing Plan$312.9K
    Robert S Pashman Md Inc · 2023
  11. 11
    Leighton Fair Inc. Retirement Plan$273.1K
    Leighton Fair Inc. · 2023
  12. 12
    Tea & Turmeric Co. 401(K) Plan$238.6K
    Tea & Turmeric Co. · 2023
  13. 13
    Epic Beauty Inc 401(K) Plan$179K
    Epic Beauty Inc · 2023
  14. 14
    Dei Opus Corp 401(K) Plan$142.9K
    Dei Opus Corp · 2023
  15. 15
    Mf Coastal Consulting Inc 401(K) Profit Sharing Plan & Trust$113.8K
    Mf Coastal Consulting Inc · 2023
  16. 16
    Growth Stage Advisors Inc Profit Sharing Plan$62.6K
    Growth Stage Advisors Inc Profit Sharing Plan · 2023
  17. 17
    Silver Screen Archives Inc 401(K) Profit Sharing Plan & Trust$33.9K
    Silver Screen Archives Inc · 2023
  18. 18
    Edgemesh Corporation 401(K) Plan$4.9K
    Edgemesh Corporation · 2023
  19. 19
    Environmental Intelligence LLC 401(K) Profit Sharing Plan & Trust$0
    Environmental Intelligence LLC · 2023
  20. 20
    Haven Health Group, LLC Employee Benefit Plan$0
    Haven Health Group, LLC · 2023
  21. 21
    Gorjana & Griffin, Inc. Employee Health & Welfare Plannot reported in the loaded dataset
    Gorjana & Griffin, Inc. · 2023
  22. 22
    The Ranch At Laguna Beach Welfare Benefits Plannot reported in the loaded dataset
    Laguna Beach Golf & Bungalow Village, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Laguna Beach, CA?
22 plan(s) reported by 22 sponsor(s) are loaded for Laguna Beach, CA.

Related Form 5500 pages