Plan5500

Orangevale, 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, Orangevale, CA has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $9,770,559 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
6
Latest filing year
2023

What stands out in Orangevale

  • 6 loaded plans hold $9.8M in reported assets across 6 sponsors.
  • The largest, Lynn S Judd Dds Inc Profit Sharing Plan, holds 40% of reported Orangevale plan assets.
  • Plans cover 22 participants — about 4 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$9.6MSummed across loaded plans$9,647,059
Total reported assets$9.8M$9,770,559
Total reported participants22
Total reported liabilities$123.5K$123,500

Reported net position

Reported assets = net assets + liabilities (summed)$9.8M total assets
Net assets$9.6MLiabilities$123.5K
Contributions & income
Employer contributions$145.2K
Participant contributions$57.6K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$339.3K
Total expenses$630.4K
Net increase / (decrease)$1M

Data coverage

Plans with financial statements6 / 6 (100%)
Plans with provider compensation0 / 6 ()

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

Orangevale market comparison

Largest plan share of assets40%Lynn S Judd Dds Inc Profit Sharing Plan
Participants per plan4Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Orangevale

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

  1. 1
    Lynn S Judd Dds Inc Profit Sharing Plan$3.9M
    Lynn S Judd Dds Inc · 2023
  2. 2
    Lake Vue Electric, Inc. Employees Profit Sharing Plan$3.4M
    Lake Vue Electric, Inc. · 2023
  3. 3
    Mc Engineering, Inc. 401(K) Profit Sharing Plan$2M
    Mc Engineering, Inc. · 2023
  4. 4
    Smf Innovations Retirement Plan$250.5K
    Smf Innovations, Inc. · 2023
  5. 5
    Jenraaj Corp. 401(K) Plan$178K
    Jenraaj Corp. · 2023
  6. 6
    Be Young Services Inc. 401(K) Plan$101.5K
    Be Young Services Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Orangevale, CA?
6 plan(s) reported by 6 sponsor(s) are loaded for Orangevale, CA.

Related Form 5500 pages