Plan5500

Millbrae, 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, Millbrae, CA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $5,662,608 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 Millbrae

  • 4 loaded plans hold $5.7M in reported assets across 4 sponsors.
  • The largest, Corey, Luzaich, De Ghetaldi & Riddle Llp Salary Deferral Plan, holds 68% of reported Millbrae plan assets.
  • Plans cover 210 participants — about 53 per plan.
  • 75% 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$5.6MSummed across loaded plans$5,635,641
Total reported assets$5.7M$5,662,608
Total reported participants210
Total reported liabilities$27K$26,967

Reported net position

Reported assets = net assets + liabilities (summed)$5.7M total assets
Net assets$5.6MLiabilities$27K
Contributions & income
Employer contributions$113.6K
Participant contributions$386.2K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$91.5K
Total expenses$126.1K
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation0 / 4 ()

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

Millbrae market comparison

Largest plan share of assets68%Corey, Luzaich, De Ghetaldi & Riddle Llp Salary Deferral Plan
Participants per plan53Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Millbrae

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

  1. 1
    Corey, Luzaich, De Ghetaldi & Riddle Llp Salary Deferral Plan$3.8M
    Corey, Luzaich, De Ghetaldi & Riddle Llp · 2023
  2. 2
    Alan D. Marcus, D.D.S., M.S.D., Sole Proprietor, Profit Sharing Plan$1.8M
    Alan D. Marcus, D.D.S., M.S.D. · 2023
  3. 3
    Larmorcam Management, Inc. 401k Profit Sharing Plan$0
    Larmorcam Management, Inc. · 2023
  4. 4
    Gladly Software Inc Health And Welfare Plannot reported in the loaded dataset
    Gladly Software, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages