Mcclellan, 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, Mcclellan, CA has 12 loaded benefit plan(s) reported by 6 plan sponsor(s), with $97,072,057 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $97,072,057
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $97,072,057
Contributions & income
- Employer contributions
- $4,538,331
- Participant contributions
- $10,660,375
- Total income / additions
- $29,784,666
Expenses & distributions
- Benefits paid / distributions
- $8,520,272
- Total expenses
- $8,844,059
- Net increase / (decrease)
- $20,940,607
Coverage
- Total reported participants
- 12,455
- Plans with financial statements
- 4
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mcclellan, 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 |
|---|---|---|---|
| Sbm Management Services, Lp 401(K) Savings Plan | Sbm Management Services, Lp | $39,933,041 | 2023 |
| Villara Corporation 401(K) Plan | Villara Corporation | $29,819,121 | 2023 |
| Ozark Trucking, Inc. 401(K) Plan & Trust | Ozark Trucking Inc. | $17,787,705 | 2023 |
| Mikuni Restaurant Group, Inc. 401(K) Plan | Mikuni Restaurant Group Inc. | $9,532,190 | 2023 |
| Mikuni Restaurant Group, Inc. Employee Benefits Plan | Mikuni Restaurant Group Inc. | not reported in the loaded dataset | 2023 |
| Sbm Management Services, Lp Health Benefits Plan | Sbm Management Services, Lp | not reported in the loaded dataset | 2023 |
| Sbm Management Services, Lp Union Janitorial Health Plan | Sbm Management Services, Lp | not reported in the loaded dataset | 2023 |
| Sbm Management Services, Lp Union Janitorial Disability Plan | Sbm Management Services, Lp | not reported in the loaded dataset | 2023 |
| Sbm Management Services, Lp Texas Injury Benefit Plan | Sbm Management Services, Lp | not reported in the loaded dataset | 2023 |
| Nelson & Kennard Health & Welfare Plan | Nelson & Kennard | not reported in the loaded dataset | 2023 |
| Pacific West Site Services, Inc. Health And Welfare Plan | Pacific West Site Services, Inc. | not reported in the loaded dataset | 2023 |
| Villara Corporation Employee Benefits Plan | Villara Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Mcclellan → · Mcclellan plans by participants → · Mcclellan plans with financial data → · Mcclellan plans with provider compensation → · $1B+ plans in Mcclellan →
Related Form 5500 pages
- All CA Form 5500 filings
- Sbm Management Services, Lp 401(K) Savings Plan (plan 001)
- Sbm Management Services, Lp — all reported plans
- Villara Corporation 401(K) Plan (plan 001)
- Villara Corporation — all reported plans
- Ozark Trucking, Inc. 401(K) Plan & Trust (plan 001)
- Ozark Trucking Inc. — all reported plans
- Mikuni Restaurant Group, Inc. 401(K) Plan (plan 001)
- Mikuni Restaurant Group Inc. — all reported plans
- Mikuni Restaurant Group, Inc. Employee Benefits Plan (plan 501)
- Sbm Management Services, Lp Health Benefits Plan (plan 501)
- Sbm Management Services, Lp Union Janitorial Health Plan (plan 502)
- Sbm Management Services, Lp Union Janitorial Disability Plan (plan 503)
- Sbm Management Services, Lp Texas Injury Benefit Plan (plan 505)
- Nelson & Kennard Health & Welfare Plan (plan 501)
- Nelson & Kennard — all reported plans
- Pacific West Site Services, Inc. Health And Welfare Plan (plan 505)
- Pacific West Site Services, Inc. — all reported plans
- Villara Corporation Employee Benefits Plan (plan 503)
- Methodology
- Data sources