Plan5500

Menifee, 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, Menifee, CA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $340,064 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Menifee

  • 4 loaded plans hold $340.1K in reported assets across 4 sponsors.
  • The largest, Integraserve Corporation 401(K) Plan, holds 47% of reported Menifee plan assets.
  • Plans cover 22 participants — about 6 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$340.1KSummed across loaded plans$340,064
Total reported assets$340.1K$340,064
Total reported participants22
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$340.1K total assets
Net assets$340.1KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$20K
Total income / additions$226.4K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$30
Net increase / (decrease)$226.4K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

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

Menifee market comparison

Largest plan share of assets47%Integraserve Corporation 401(K) Plan
Participants per plan6Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Menifee

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

  1. 1
    Integraserve Corporation 401(K) Plan$160.4K
    Integraserve Corporation · 2023
  2. 2
    Menifee Pa Inc 401(K) Profit Sharing Plan & Trust$86.4K
    Menifee Pa Inc · 2023
  3. 3
    Advanced Emission Specialists, Inc. Profit Sharing Plan$70.7K
    Advanced Emission Specialists, Inc. · 2023
  4. 4
    Bequipped Incorporated 401(K) Plan$22.6K
    Bequipped Incorporated · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Menifee, CA?
4 plan(s) reported by 4 sponsor(s) are loaded for Menifee, CA.

Related Form 5500 pages