Lakeside, 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, Lakeside, CA has 14 loaded benefit plan(s) reported by 10 plan sponsor(s), with $156,689,868 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 14
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $156,689,868
- Total reported liabilities (EOY)
- $19,796,641
- Total reported net assets (EOY)
- $136,893,227
Contributions & income
- Employer contributions
- $10,278,563
- Participant contributions
- $7,497,632
- Total income / additions
- $41,821,238
Expenses & distributions
- Benefits paid / distributions
- $24,398,958
- Total expenses
- $26,388,816
- Net increase / (decrease)
- $15,432,422
Coverage
- Total reported participants
- 6,653
- Plans with financial statements
- 9
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lakeside, 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 |
|---|---|---|---|
| Barona Employees 401(K) Retirement Plan | Barona Band Of Mission Indians | $119,168,644 | 2023 |
| Hazard Construction Company Retirement Plan | Hazard Construction Company | $22,487,652 | 2023 |
| Layfield Usa Corporation 401(K) Plan | Layfield Usa Corporation | $6,167,834 | 2023 |
| Johnson, Finch & Mcclure Construction, Inc. Employee Stock Ownership Plan And Trust | Johnson, Finch & Mcclure Construction, Inc. | $4,598,950 | 2023 |
| El Cajon Grading & Engineering, Inc Profit Sharing Plan | El Cajon Grading & Engineering, In | $2,855,321 | 2023 |
| San Diego Associated General Contractors Vacation/ Sick Pay Trust Fund | The Associated General Contractors Of America S.D. Chapter Inc | $998,955 | 2023 |
| Elite Visions Holdings, Inc. 401(K) Plan | Elite Visions Holdings, Inc. | $412,512 | 2023 |
| Mexico Insurance Services, Inc 401(K) Plan | Mexico Insurance Services, Inc | $0 | 2023 |
| Southland Envelope Company, Inc. 401(K) Profit Sharing Plan | Southland Envelope, Inc. | $0 | 2023 |
| A.M. Ortega Health & Welfare Program | A.M. Ortega Construction, Inc. | not reported in the loaded dataset | 2023 |
| A.M. Ortega Health & Welfare Program | A.M. Ortega Construction, Inc. | not reported in the loaded dataset | 2023 |
| The Barona Group Health Plan | Barona Tribal Gaming Authority | not reported in the loaded dataset | 2023 |
| Hazard Companies Employee Welfare Plan | Hazard Construction Company | not reported in the loaded dataset | 2023 |
| Layfield Usa Corporation Health And Welfare Plan | Layfield Usa Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Lakeside → · Lakeside plans by participants → · Lakeside plans with financial data → · Lakeside plans with provider compensation → · $1B+ plans in Lakeside →
Related Form 5500 pages
- All CA Form 5500 filings
- Barona Employees 401(K) Retirement Plan (plan 001)
- Barona Band Of Mission Indians — all reported plans
- Hazard Construction Company Retirement Plan (plan 001)
- Hazard Construction Company — all reported plans
- Layfield Usa Corporation 401(K) Plan (plan 001)
- Layfield Usa Corporation — all reported plans
- Johnson, Finch & Mcclure Construction, Inc. Employee Stock Ownership Plan And Trust (plan 002)
- Johnson, Finch & Mcclure Construction, Inc. — all reported plans
- El Cajon Grading & Engineering, Inc Profit Sharing Plan (plan 002)
- El Cajon Grading & Engineering, In — all reported plans
- San Diego Associated General Contractors Vacation/ Sick Pay Trust Fund (plan 501)
- The Associated General Contractors Of America S.D. Chapter Inc — all reported plans
- Elite Visions Holdings, Inc. 401(K) Plan (plan 001)
- Elite Visions Holdings, Inc. — all reported plans
- Mexico Insurance Services, Inc 401(K) Plan (plan 001)
- Mexico Insurance Services, Inc — all reported plans
- Southland Envelope Company, Inc. 401(K) Profit Sharing Plan (plan 003)
- Southland Envelope, Inc. — all reported plans
- A.M. Ortega Health & Welfare Program (plan 501)
- A.M. Ortega Construction, Inc. — all reported plans
- A.M. Ortega Health & Welfare Program (plan 502)
- The Barona Group Health Plan (plan 501)
- Hazard Companies Employee Welfare Plan (plan 502)
- Layfield Usa Corporation Health And Welfare Plan (plan 501)
- Methodology
- Data sources