Plan5500

Palo Cedro, 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, Palo Cedro, CA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,659,459 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Palo Cedro

  • 2 loaded plans hold $3.7M in reported assets across 2 sponsors.
  • The largest, Thomas J. Andrews, M.D., Inc. Profit Sharing Plan, holds 62% of reported Palo Cedro plan assets.
  • Plans cover 40 participants — about 20 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$3.7MSummed across loaded plans$3,658,773
Total reported assets$3.7M$3,659,459
Total reported participants40
Total reported liabilities$686

Reported net position

Reported assets = net assets + liabilities (summed)$3.7M total assets
Net assets$3.7MLiabilities$686
Contributions & income
Employer contributions$64.6K
Participant contributions$126.3K
Total income / additions$391.7K
Expenses & distributions
Benefits paid / distributions$662.7K
Total expenses$690.5K
Net increase / (decrease)-$298.8K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Palo Cedro market comparison

Largest plan share of assets62%Thomas J. Andrews, M.D., Inc. Profit Sharing Plan
Participants per plan20Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Palo Cedro

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

  1. 1
    Thomas J. Andrews, M.D., Inc. Profit Sharing Plan$2.3M
    Thomas J. Andrews, M.D., Inc. · 2023
  2. 2
    Ron Hoppe Consulting 401k Plan$1.4M
    Ron Hoppe A Sole Proprietor · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Palo Cedro, CA?
2 plan(s) reported by 2 sponsor(s) are loaded for Palo Cedro, CA.

Related Form 5500 pages