Plan5500

Lake View Terrace, 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 View Terrace, CA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $4,507,439 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
1
Latest filing year
2023

What stands out in Lake View Terrace

  • 2 loaded plans hold $4.5M in reported assets across 1 sponsors.
  • The largest, The Phoenix House Of California 403(B) Retirement Plan, holds 100% of reported Lake View Terrace plan assets.
  • Plans cover 896 participants — about 448 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.5MSummed across loaded plans$4,494,503
Total reported assets$4.5M$4,507,439
Total reported participants896
Total reported liabilities$12.9K$12,936

Reported net position

Reported assets = net assets + liabilities (summed)$4.5M total assets
Net assets$4.5MLiabilities$12.9K
Contributions & income
Employer contributions$333.5K
Participant contributions$535.7K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$578.6K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake View Terrace, 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 View Terrace market comparison

Largest plan share of assets100%The Phoenix House Of California 403(B) Retirement Plan
Participants per plan448Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Lake View Terrace

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

  1. 1
    The Phoenix House Of California 403(B) Retirement Plan$4.5M
    Phoenix Houses Of California Inc. · 2023
  2. 2
    Phoenix Houses Of California, Inc. Employee Benefits Plannot reported in the loaded dataset
    Phoenix Houses Of California, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lake View Terrace, CA?
2 plan(s) reported by 1 sponsor(s) are loaded for Lake View Terrace, CA.

Related Form 5500 pages