Plan5500

Lake Elsinore, 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, Lake Elsinore, CA has 10 loaded benefit plan(s) reported by 10 plan sponsor(s), with $9,872,826 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
10
Latest filing year
2023

What stands out in Lake Elsinore

  • 10 loaded plans hold $9.9M in reported assets across 10 sponsors.
  • The largest, Perris Valley Vision Center Profit Sharing Plan, holds 45% of reported Lake Elsinore plan assets.
  • Plans cover 649 participants — about 65 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 10% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.7MSummed across loaded plans$9,749,091
Total reported assets$9.9M$9,872,826
Total reported participants649
Total reported liabilities$51

Reported net position

Reported assets = net assets + liabilities (summed)$9.9M total assets
Net assets$9.7MLiabilities$51
Contributions & income
Employer contributions$495.4K
Participant contributions$213.7K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$2.9M
Net increase / (decrease)-$954.5K

Data coverage

Plans with financial statements10 / 10 (100%)
Plans with provider compensation1 / 10 (10%)

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

Lake Elsinore market comparison

Largest plan share of assets45%Perris Valley Vision Center Profit Sharing Plan
Participants per plan65Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in Lake Elsinore

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

  1. 1
    Perris Valley Vision Center Profit Sharing Plan$4.4M
    Hilz Cable Assemblies, Inc. · 2023
  2. 2
    Gbc Concrete & Masonry Construction, Inc. 401(K) Profit Sharing Plan$3.1M
    Gbc Concrete & Masonry Construction Inc. · 2023
  3. 3
    West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan$1.9M
    West Coast Lighting & Energy, Inc. · 2023
  4. 4
    Atchison Advisory, Inc. Profit Sharing Plan & Trust$210.2K
    Atchison Advisory, Inc. · 2023
  5. 5
    Hobbee Enterprises, Inc. 401(K) Plan$154K
    Hobbee Enterprises, Inc. · 2023
  6. 6
    Amm Studios, Inc. 401(K) Plan$69.9K
    Amm Studios, Inc. · 2023
  7. 7
    Remsky, Inc. 401(K) Plan$6.2K
    Remsky, Inc. · 2023
  8. 8
    Cloudhaven Vapors, Inc. 401(K) Plan$0
    Cloudhaven Vapors, Inc. · 2023
  9. 9
    Augmented Compass Inc. 401(K) Plan$0
    Augmented Compass Inc. · 2023
  10. 10
    Pacific Clay Products & United Steelworkers Of America Union Pension Plan$0
    Pacific Clay Products, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lake Elsinore, CA?
10 plan(s) reported by 10 sponsor(s) are loaded for Lake Elsinore, CA.

Related Form 5500 pages