Pacific Palisades, 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 Palisades, CA has 12 loaded benefit plan(s) reported by 10 plan sponsor(s), with $129,773,771 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $129,773,771
- Total reported liabilities (EOY)
- $260,854
- Total reported net assets (EOY)
- $129,512,917
Contributions & income
- Employer contributions
- $16,419,916
- Participant contributions
- $20,586,624
- Total income / additions
- $61,797,374
Expenses & distributions
- Benefits paid / distributions
- $27,861,995
- Total expenses
- $31,316,969
- Net increase / (decrease)
- $30,480,405
Coverage
- Total reported participants
- 7,487
- Plans with financial statements
- 10
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pacific Palisades, 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 |
|---|---|---|---|
| Fernandez Holdings, Inc. 401(K) Plan | Fernandez Holdings, Inc. | $103,847,843 | 2023 |
| Riviera Golf & Tennis, Inc. 401k Plan And Trust | Riviera Golf & Tennis, Inc | $9,425,618 | 2023 |
| Hinden And Breslavsky Law Corp Profit Sharing Plan | Hinden And Breslavsky Law Corp | $8,274,506 | 2023 |
| Hoffman Accountancy Corporation 401(K) Profit Sharing Plan | Hoffman Accountancy Corporation | $2,642,658 | 2023 |
| Aero Group Holdings 401(K) Profit Sharing Plan & Trust | Aero Group Holdings | $2,585,935 | 2023 |
| Goodson Wachtel And Petrulis 401(K) Plan | Goodson Wachtel And Petrulis A Prof Corp. | $1,065,319 | 2023 |
| Fernandez Holdings Health Plan | Fernandez Holdings, Inc. | $959,878 | 2023 |
| Emla Corp. 401(K) Plan | Emla Corp. | $818,063 | 2023 |
| Cookiejar Capital LLC 401(K) Profit Sharing Plan & Trust | Cookiejar Capital LLC | $104,614 | 2023 |
| Ocean Avenue Partners Corp 401(K) Plan | Ocean Avenue Partners Corp | $49,337 | 2023 |
| Fernandez Holdings, Inc. Welfare Benefits Plan | Fernandez Holdings, Inc | not reported in the loaded dataset | 2023 |
| Life And Ad&D | Bel Air Bay Club, Ltd. | not reported in the loaded dataset | 2023 |
Largest plans in Pacific Palisades → · Pacific Palisades plans by participants → · Pacific Palisades plans with financial data → · Pacific Palisades plans with provider compensation → · $1B+ plans in Pacific Palisades →
Related Form 5500 pages
- All CA Form 5500 filings
- Fernandez Holdings, Inc. 401(K) Plan (plan 001)
- Fernandez Holdings, Inc. — all reported plans
- Riviera Golf & Tennis, Inc. 401k Plan And Trust (plan 001)
- Riviera Golf & Tennis, Inc — all reported plans
- Hinden And Breslavsky Law Corp Profit Sharing Plan (plan 003)
- Hinden And Breslavsky Law Corp — all reported plans
- Hoffman Accountancy Corporation 401(K) Profit Sharing Plan (plan 001)
- Hoffman Accountancy Corporation — all reported plans
- Aero Group Holdings 401(K) Profit Sharing Plan & Trust (plan 001)
- Aero Group Holdings — all reported plans
- Goodson Wachtel And Petrulis 401(K) Plan (plan 001)
- Goodson Wachtel And Petrulis A Prof Corp. — all reported plans
- Fernandez Holdings Health Plan (plan 502)
- Emla Corp. 401(K) Plan (plan 001)
- Emla Corp. — all reported plans
- Cookiejar Capital LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Cookiejar Capital LLC — all reported plans
- Ocean Avenue Partners Corp 401(K) Plan (plan 001)
- Ocean Avenue Partners Corp — all reported plans
- Fernandez Holdings, Inc. Welfare Benefits Plan (plan 501)
- Life And Ad&D (plan 501)
- Bel Air Bay Club, Ltd. — all reported plans
- Methodology
- Data sources