Plan5500

Mckinleyville, 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, Mckinleyville, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $744,231 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 Mckinleyville

  • 1 loaded plans hold $744.2K in reported assets across 1 sponsors.
  • The largest, Humboldt Homes Inc. Retirement Plan, holds 100% of reported Mckinleyville plan assets.
  • Plans cover 1 participants — about 1 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$744.2KSummed across loaded plans$744,231
Total reported assets$744.2K$744,231
Total reported participants1
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$744.2K total assets
Net assets$744.2KLiabilities—
Contributions & income
Total income / additions$59.7K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$59.7K

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 Mckinleyville, 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

Mckinleyville market comparison

Largest plan share of assets100%Humboldt Homes Inc. Retirement Plan
Participants per plan1Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Mckinleyville

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

  1. 1
    Humboldt Homes Inc. Retirement Plan$744.2K
    Humboldt Homes Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages