Plan5500

Mountain House, 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, Mountain House, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $499 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 Mountain House

  • 1 loaded plans hold $499 in reported assets across 1 sponsors.
  • The largest, Whale Swim, Inc. 401(K) Profit Sharing Plan, holds 100% of reported Mountain House plan assets.
  • Plans cover 2 participants — about 2 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$0Summed across loaded plans
Total reported assets$499
Total reported participants2
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$499 total assets
Net assets$0Liabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$0
Expenses & distributions
Benefits paid / distributions$499
Total expenses$499
Net increase / (decrease)-$499

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 Mountain House, 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

Mountain House market comparison

Largest plan share of assets100%Whale Swim, Inc. 401(K) Profit Sharing Plan
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Mountain House

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

  1. 1
    Whale Swim, Inc. 401(K) Profit Sharing Plan$499
    Whale Swim, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages