Plan5500

Los Oso, 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, Los Oso, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $412,599 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Los Oso

  • 1 loaded plans hold $412.6K in reported assets across 1 sponsors.
  • The largest, Golden Dog Wellness 401(K) Plan, holds 100% of reported Los Oso plan assets.
  • Plans cover 16 participants — about 16 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$412.6KSummed across loaded plans$412,599
Total reported assets$412.6K$412,599
Total reported participants16
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$412.6K total assets
Net assets$412.6KLiabilities—
Contributions & income
Employer contributions$28.5K
Participant contributions$61.7K
Total income / additions$182.2K
Expenses & distributions
Benefits paid / distributions$6.4K
Total expenses$14.8K
Net increase / (decrease)$167.4K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Los Oso, 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

Los Oso market comparison

Largest plan share of assets100%Golden Dog Wellness 401(K) Plan
Participants per plan16Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Los Oso

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

  1. 1
    Golden Dog Wellness 401(K) Plan$412.6K
    Golden Dog Wellness · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Los Oso, CA?
1 plan(s) reported by 1 sponsor(s) are loaded for Los Oso, CA.

Related Form 5500 pages