Marina, 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, Marina, CA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $39,442,504 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)
- $39,442,504
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $39,442,504
Contributions & income
- Employer contributions
- $1,377,554
- Participant contributions
- $2,457,526
- Total income / additions
- $9,244,789
Expenses & distributions
- Benefits paid / distributions
- $3,082,717
- Total expenses
- $3,275,854
- Net increase / (decrease)
- $5,968,935
Coverage
- Total reported participants
- 1,740
- Plans with financial statements
- 4
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Marina, 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 |
|---|---|---|---|
| Monterey Peninsula Engineering Retirement Savings Plan | Monterey Peninsula Engineering | $21,245,668 | 2023 |
| Cardinale Automotive Group 401(K) Profit Sharing Plan And Trust | Cardinale Oldsmobile Gmc Truck, Inc. | $13,400,345 | 2023 |
| Tricord Management, LLC 401(K) Plan | Tricord Management, LLC | $3,968,098 | 2023 |
| Meguzman, Inc. Retirement Plan | Meguzman, Inc. | $828,393 | 2023 |
| Cardinale Oldsmobile Gmc, Truck Inc. Health And Welfare Plan | Cardinale Oldsmobile Gmc, Truck Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Marina → · Marina plans by participants → · Marina plans with financial data → · Marina plans with provider compensation → · $1B+ plans in Marina →
Related Form 5500 pages
- All CA Form 5500 filings
- Monterey Peninsula Engineering Retirement Savings Plan (plan 002)
- Monterey Peninsula Engineering — all reported plans
- Cardinale Automotive Group 401(K) Profit Sharing Plan And Trust (plan 001)
- Cardinale Oldsmobile Gmc Truck, Inc. — all reported plans
- Tricord Management, LLC 401(K) Plan (plan 001)
- Tricord Management, LLC — all reported plans
- Meguzman, Inc. Retirement Plan (plan 001)
- Meguzman, Inc. — all reported plans
- Cardinale Oldsmobile Gmc, Truck Inc. Health And Welfare Plan (plan 501)
- Methodology
- Data sources