Pacific Grove, 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, Pacific Grove, CA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $69,204,710 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
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $69,204,710
- Total reported liabilities (EOY)
- $138,009
- Total reported net assets (EOY)
- $69,066,701
Contributions & income
- Employer contributions
- $2,072,817
- Participant contributions
- $30,000
- Total income / additions
- $9,563,306
Expenses & distributions
- Benefits paid / distributions
- $3,599,950
- Total expenses
- $4,447,743
- Net increase / (decrease)
- $5,115,563
Coverage
- Total reported participants
- 4,007
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pacific Grove, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Monterey Peninsula Restaurant And Hotel Pension Fund | Board Of Trustees, Monterey Peninsula Restaurant And | $67,175,160 | 2023 |
| Mm&P Investments Self Employed 401k Profit Sharing Plan | Mm&P Investments | $2,007,045 | 2023 |
| Par Consultants, Inc. 401(K) Profit Sharing Plan | Par Consultants, Inc. | $22,505 | 2023 |
| Pebble Beach Company Group Health And Welfare Plan | Pebble Beach Company | not reported in the loaded dataset | 2023 |
Largest plans in Pacific Grove → · Pacific Grove plans by participants → · Pacific Grove plans with financial data → · Pacific Grove plans with provider compensation → · $1B+ plans in Pacific Grove →
Related Form 5500 pages
- All CA Form 5500 filings
- Monterey Peninsula Restaurant And Hotel Pension Fund (plan 001)
- Board Of Trustees, Monterey Peninsula Restaurant And — all reported plans
- Mm&P Investments Self Employed 401k Profit Sharing Plan (plan 001)
- Mm&P Investments — all reported plans
- Par Consultants, Inc. 401(K) Profit Sharing Plan (plan 001)
- Par Consultants, Inc. — all reported plans
- Pebble Beach Company Group Health And Welfare Plan (plan 502)
- Pebble Beach Company — all reported plans
- Methodology
- Data sources