Mill Valley, 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, Mill Valley, CA has 23 loaded benefit plan(s) reported by 21 plan sponsor(s), with $267,765,245 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 23
- Plan sponsors
- 21
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $267,765,245
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $267,765,245
Contributions & income
- Employer contributions
- $8,943,436
- Participant contributions
- $23,613,251
- Total income / additions
- $76,881,877
Expenses & distributions
- Benefits paid / distributions
- $22,780,060
- Total expenses
- $23,157,927
- Net increase / (decrease)
- $53,723,950
Coverage
- Total reported participants
- 10,239
- Plans with financial statements
- 19
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mill Valley, 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 |
|---|---|---|---|
| Glassdoor, Inc. 401(K) Plan | Glassdoor, Inc. | $90,068,260 | 2023 |
| Redwood Trust, Inc. 401(K) Profit Sharing Plan | Redwood Trust, Inc. | $52,830,160 | 2023 |
| Auberge Resorts 401(K) Plan | Auberge Resorts, LLC | $39,628,563 | 2023 |
| Van Acker Construction 401(K) Profit Sharing Plan | Van Acker Construction Associate | $22,207,269 | 2023 |
| General Steamship Profit Sharing & Retirement Savings Plan | General Steamship Agencies, Inc. | $18,618,164 | 2023 |
| Marin Horizon School 403(B) Dc Plan | Marin Horizon School | $10,847,334 | 2023 |
| Oatv Management Company, LLC Profit Sharing Plan | Oatv Management Company, LLC | $5,886,974 | 2023 |
| Royston, Hanamoto, Alley & Abey 401(K) Profit Sharing Plan | Royston, Hanamoto, Alley & Abey | $5,482,046 | 2023 |
| The Redwoods 403(B) Retirement Plan | The Redwoods A Community Of Seniors | $5,407,369 | 2023 |
| Advantis 401(K) Plan | Advantis Medical Staffing, LLC | $4,198,341 | 2023 |
| Bostwick & Peterson, Llp 401(K) Profit Sharing Plan | Bostwick & Peterson, Llp | $2,981,476 | 2023 |
| Buchanan Advisors, Inc. 401k Plan | Buchanan Advisors, Inc. | $2,931,159 | 2023 |
| Wg Construction Enterprises Inc. Profit Sharing Plan And Trust | Wg Construction Enterprises, Inc. | $2,311,172 | 2023 |
| Edgett Williams Consulting Group Employee Stock Ownership Plan | Edgett Williams Consulting Group | $2,279,410 | 2023 |
| Kevin Knopf Money Purchase Plan & Trust | Kevin Knopf | $612,000 | 2023 |
| Columbus Capital Management 401(K) Plan | Columbus Capital Management | $449,990 | 2023 |
| The Little School | Caring Child Center | $421,753 | 2023 |
| London Chimney Services, Inc. Profit Sharing Plan | London Chimney Services, Inc. | $316,716 | 2023 |
| Core Group LLC 401(K) Profit Sharing Plan & Trust | Core Group LLC | $287,089 | 2023 |
| The Redwoods, A Community Of Seniors Health And Welfare Benefit Plan | The Redwoods, A Community Of Seniors | not reported in the loaded dataset | 2023 |
| Redwood Trust, Inc. Welfare Benefit Plan | Redwood Trust, Inc. | not reported in the loaded dataset | 2023 |
| Moana Benefits Trust Welfare Benefit Plan | Moana Benefits Trust | not reported in the loaded dataset | 2023 |
| Auberge Resorts Benefits Trust Health And Welfare Benefit Plan | Auberge Resorts, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Mill Valley → · Mill Valley plans by participants → · Mill Valley plans with financial data → · Mill Valley plans with provider compensation → · $1B+ plans in Mill Valley →
Related Form 5500 pages
- All CA Form 5500 filings
- Glassdoor, Inc. 401(K) Plan (plan 001)
- Glassdoor, Inc. — all reported plans
- Redwood Trust, Inc. 401(K) Profit Sharing Plan (plan 001)
- Redwood Trust, Inc. — all reported plans
- Auberge Resorts 401(K) Plan (plan 001)
- Auberge Resorts, LLC — all reported plans
- Van Acker Construction 401(K) Profit Sharing Plan (plan 001)
- Van Acker Construction Associate — all reported plans
- General Steamship Profit Sharing & Retirement Savings Plan (plan 004)
- General Steamship Agencies, Inc. — all reported plans
- Marin Horizon School 403(B) Dc Plan (plan 001)
- Marin Horizon School — all reported plans
- Oatv Management Company, LLC Profit Sharing Plan (plan 001)
- Oatv Management Company, LLC — all reported plans
- Royston, Hanamoto, Alley & Abey 401(K) Profit Sharing Plan (plan 001)
- Royston, Hanamoto, Alley & Abey — all reported plans
- The Redwoods 403(B) Retirement Plan (plan 001)
- The Redwoods A Community Of Seniors — all reported plans
- Advantis 401(K) Plan (plan 001)
- Advantis Medical Staffing, LLC — all reported plans
- Bostwick & Peterson, Llp 401(K) Profit Sharing Plan (plan 001)
- Bostwick & Peterson, Llp — all reported plans
- Buchanan Advisors, Inc. 401k Plan (plan 002)
- Buchanan Advisors, Inc. — all reported plans
- Wg Construction Enterprises Inc. Profit Sharing Plan And Trust (plan 003)
- Wg Construction Enterprises, Inc. — all reported plans
- Edgett Williams Consulting Group Employee Stock Ownership Plan (plan 002)
- Edgett Williams Consulting Group — all reported plans
- Kevin Knopf Money Purchase Plan & Trust (plan 001)
- Kevin Knopf — all reported plans
- Methodology
- Data sources