Plan5500

Monte Sereno, 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, Monte Sereno, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $995,035 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 Monte Sereno

  • 1 loaded plans hold $995K in reported assets across 1 sponsors.
  • The largest, Empower Energy, Inc. 401k Profit Sharing Plan, holds 100% of reported Monte Sereno plan assets.
  • Plans cover 8 participants — about 8 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$995KSummed across loaded plans$995,035
Total reported assets$995K$995,035
Total reported participants8
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$995K total assets
Net assets$995KLiabilities—
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$50
Net increase / (decrease)-$172.8K

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 Monte Sereno, 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

Monte Sereno market comparison

Largest plan share of assets100%Empower Energy, Inc. 401k Profit Sharing Plan
Participants per plan8Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Monte Sereno

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

  1. 1
    Empower Energy, Inc. 401k Profit Sharing Plan$995K
    Empower Energy, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages