Laguna Hills, 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 Hills, CA has 24 loaded benefit plan(s) reported by 23 plan sponsor(s), with $97,978,690 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 24
- Plan sponsors
- 23
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $97,978,690
- Total reported liabilities (EOY)
- $52
- Total reported net assets (EOY)
- $97,978,167
Contributions & income
- Employer contributions
- $3,210,816
- Participant contributions
- $5,106,732
- Total income / additions
- $16,763,124
Expenses & distributions
- Benefits paid / distributions
- $7,108,723
- Total expenses
- $7,423,887
- Net increase / (decrease)
- $9,339,237
Coverage
- Total reported participants
- 1,533
- Plans with financial statements
- 23
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Laguna Hills, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| South O C Surgical Medical Group, Inc. 401(K) Profit Sharing Plan | South O C Surgical Medical Group, Inc. | $20,545,345 | 2023 |
| Orange County Urology Associates 401(K) Profit Sharing Plan | Orange County Urology Associates, Inc. A Medical Group | $17,957,239 | 2023 |
| Sonendo, Inc. 401(K) Plan | Sonendo, Inc. | $13,074,900 | 2023 |
| Western Youth Services 403(B) Retirement Savings And Incentive Plan | Western Youth Services | $12,475,973 | 2023 |
| A-Mehr 401(K) Plan | A-Mehr Incorporation | $10,377,727 | 2023 |
| Harvard Eye Associates 401(K) Profit Sharing Plan | Harvard Eye Associates, A Medica | $8,275,147 | 2023 |
| Tcm Employee Stock Ownership Plan | Towneley Capital Management, Inc. | $2,841,341 | 2023 |
| Smooth Bor Plastics 401(K) Plan | Steward Plastics, Inc. | $2,559,755 | 2023 |
| Pg Insurance Services, Inc. 401(K) Profit Sharing Plan | Pg Insurance Services, Inc. | $2,149,316 | 2023 |
| Lewellen Accountancy Corporation Retirement Trust | Lewellen Accountancy Corporation | $1,759,089 | 2023 |
| Erik Pasin Md, Inc. Defined Benefit Plan | Erik Pasin Md, Inc. | $1,728,283 | 2023 |
| Linda Rogers & Associates 401(K) Plan | Linda Rogers & Associates | $936,171 | 2023 |
| Air Conditioning Services Of C 401(K) Profit Sharing Plan & Trust | Air Conditioning Services Of C | $688,315 | 2023 |
| Froyo Chat Retirement Plan | Froyo Chat | $549,261 | 2023 |
| Katherine Bao-Shian Lee, M.D. Apc 401(K) Plan | Katherine Bao-Shian Lee, M.D., A Professional Corporation | $457,778 | 2023 |
| Hk Cubed Retirement Plan | Hk Cubed | $425,017 | 2023 |
| Mtm Yee Corp 401k Profit Sharing Plan | Mtm Yee Corp | $383,931 | 2023 |
| Ap Limited 401k | Ap Limited Corp. | $367,459 | 2023 |
| T&J Kennedy Investments, Inc. 401(K) Profit Sharing Plan | T&J Kennedy Investments, Inc. | $205,053 | 2023 |
| Socal Diagnostic Labs Inc. Retirement Plan | Socal Diagnostic Labs Inc. | $150,000 | 2023 |
| 949 Enterprises, Inc. 401(K) Plan | 949 Enterprises, Inc. | $71,119 | 2023 |
| Micoda Holdings Inc Profit Sharing Plan | Micoda Holdings, Inc. | $471 | 2023 |
| Rpss Tr Single K Robert Haugan Attorney At Law | Robert Haugan | $0 | 2023 |
| Western Youth Services Welfare Benefits Plan | Western Youth Services | not reported in the loaded dataset | 2023 |
Largest plans in Laguna Hills → · Laguna Hills plans by participants → · Laguna Hills plans with financial data → · Laguna Hills plans with provider compensation → · $1B+ plans in Laguna Hills →
Related Form 5500 pages
- All CA Form 5500 filings
- South O C Surgical Medical Group, Inc. 401(K) Profit Sharing Plan (plan 002)
- South O C Surgical Medical Group, Inc. — all reported plans
- Orange County Urology Associates 401(K) Profit Sharing Plan (plan 001)
- Orange County Urology Associates, Inc. A Medical Group — all reported plans
- Sonendo, Inc. 401(K) Plan (plan 001)
- Sonendo, Inc. — all reported plans
- Western Youth Services 403(B) Retirement Savings And Incentive Plan (plan 001)
- Western Youth Services — all reported plans
- A-Mehr 401(K) Plan (plan 001)
- A-Mehr Incorporation — all reported plans
- Harvard Eye Associates 401(K) Profit Sharing Plan (plan 002)
- Harvard Eye Associates, A Medica — all reported plans
- Tcm Employee Stock Ownership Plan (plan 001)
- Towneley Capital Management, Inc. — all reported plans
- Smooth Bor Plastics 401(K) Plan (plan 001)
- Steward Plastics, Inc. — all reported plans
- Pg Insurance Services, Inc. 401(K) Profit Sharing Plan (plan 002)
- Pg Insurance Services, Inc. — all reported plans
- Lewellen Accountancy Corporation Retirement Trust (plan 002)
- Lewellen Accountancy Corporation — all reported plans
- Erik Pasin Md, Inc. Defined Benefit Plan (plan 003)
- Erik Pasin Md, Inc. — all reported plans
- Linda Rogers & Associates 401(K) Plan (plan 001)
- Linda Rogers & Associates — all reported plans
- Air Conditioning Services Of C 401(K) Profit Sharing Plan & Trust (plan 001)
- Air Conditioning Services Of C — all reported plans
- Froyo Chat Retirement Plan (plan 001)
- Froyo Chat — all reported plans
- Katherine Bao-Shian Lee, M.D. Apc 401(K) Plan (plan 001)
- Katherine Bao-Shian Lee, M.D., A Professional Corporation — all reported plans
- Methodology
- Data sources