Plan5500

Newhall, 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, Newhall, CA has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $20,843,501 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
7
Latest filing year
2023

What stands out in Newhall

  • 7 loaded plans hold $20.8M in reported assets across 7 sponsors.
  • The largest, Dave Davis Plastering, Inc. Profit Sharing Plan, holds 60% of reported Newhall plan assets.
  • Plans cover 158 participants — about 23 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$20.8MSummed across loaded plans$20,843,501
Total reported assets$20.8M$20,843,501
Total reported participants158
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$20.8M total assets
Net assets$20.8MLiabilities$0
Contributions & income
Employer contributions$955.7K
Participant contributions$135.5K
Total income / additions$2.8M
Expenses & distributions
Benefits paid / distributions$449.5K
Total expenses$579.7K
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements7 / 7 (100%)
Plans with provider compensation0 / 7 ()

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

Newhall market comparison

Largest plan share of assets60%Dave Davis Plastering, Inc. Profit Sharing Plan
Participants per plan23Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Newhall

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

  1. 1
    Dave Davis Plastering, Inc. Profit Sharing Plan$12.4M
    Dave Davis Plastering, Inc. · 2023
  2. 2
    A - V Equipment Rentals, Inc. Profit Sharing Plan$2.9M
    A - V Equipment Rentals, Inc. · 2023
  3. 3
    Rl Dillman Inc 401(K) Profit Sharing Plan & Trust$2.4M
    Rl Dillman Inc · 2023
  4. 4
    Michael J. Hanes, Cpa, A Professional Corporation 401(K) Profit Sharing Plan$1.4M
    Michael J. Hanes,Cpa, A Professional Corporation · 2023
  5. 5
    M & L Financial Properties, Inc. Profit Sharing 401k Plan$840.9K
    M & L Financial Properties, Inc. · 2023
  6. 6
    Jaydee Ventures 401(K) Plan$675.8K
    Jaydee Ventures · 2023
  7. 7
    Everjoyus Incorporated Retirement Plan$127.7K
    Everjoyus Incorporated · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Newhall, CA?
7 plan(s) reported by 7 sponsor(s) are loaded for Newhall, CA.

Related Form 5500 pages