Lemon Grove, 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, Lemon Grove, CA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $144,375,901 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $144,375,901
- Total reported liabilities (EOY)
- $25,124
- Total reported net assets (EOY)
- $144,350,777
Contributions & income
- Employer contributions
- $4,057,464
- Participant contributions
- $6,179,676
- Total income / additions
- $22,033,926
Expenses & distributions
- Benefits paid / distributions
- $6,215,283
- Total expenses
- $6,393,268
- Net increase / (decrease)
- $15,640,658
Coverage
- Total reported participants
- 2,684
- Plans with financial statements
- 4
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lemon Grove, 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 |
|---|---|---|---|
| Edco Deferred Compensation Plan | Edco Disposal Corporation | $123,713,060 | 2023 |
| R.C.P. Block & Brick, Inc. 401(K) Retirement Savings Plan | Rcp Block & Brick, Inc. | $19,730,541 | 2023 |
| Aztec Landscaping Inc 401(K) Profit Sharing Plan & Trust | Aztec Landscaping Inc | $746,434 | 2023 |
| Imperial Custom Cabinets, Inc. Profit Sharing Plan | Imperial Custom Cabinets, Inc. | $185,866 | 2023 |
| Rcp Block And Brick Health And Welfare Plan | Rcp Block & Brick, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Lemon Grove → · Lemon Grove plans by participants → · Lemon Grove plans with financial data → · Lemon Grove plans with provider compensation → · $1B+ plans in Lemon Grove →
Related Form 5500 pages
- All CA Form 5500 filings
- Edco Deferred Compensation Plan (plan 001)
- Edco Disposal Corporation — all reported plans
- R.C.P. Block & Brick, Inc. 401(K) Retirement Savings Plan (plan 004)
- Rcp Block & Brick, Inc. — all reported plans
- Aztec Landscaping Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Aztec Landscaping Inc — all reported plans
- Imperial Custom Cabinets, Inc. Profit Sharing Plan (plan 001)
- Imperial Custom Cabinets, Inc. — all reported plans
- Rcp Block And Brick Health And Welfare Plan (plan 501)
- Methodology
- Data sources