Plan5500

Palos Verdes Peninsula, 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, Palos Verdes Peninsula, CA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $956,791 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Palos Verdes Peninsula

  • 3 loaded plans hold $956.8K in reported assets across 3 sponsors.
  • The largest, Coleman Financial Consulting Profit Sharing Plan, holds 92% of reported Palos Verdes Peninsula plan assets.
  • Plans cover 200 participants — about 67 per plan.
  • 67% 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$956.8KSummed across loaded plans$956,791
Total reported assets$956.8K$956,791
Total reported participants200
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$956.8K total assets
Net assets$956.8KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$73.5K
Total income / additions$306.9K
Expenses & distributions
Benefits paid / distributions$37.2K
Total expenses$47K
Net increase / (decrease)$259.9K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Palos Verdes Peninsula, 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

Palos Verdes Peninsula market comparison

Largest plan share of assets92%Coleman Financial Consulting Profit Sharing Plan
Participants per plan67Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Palos Verdes Peninsula

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

  1. 1
    Coleman Financial Consulting Profit Sharing Plan$877.7K
    Coleman Financial Consulting · 2023
  2. 2
    Mora Partners, Inc. 401(K) Profit Sharing Plan & Trust$79.1K
    Mora Partners Inc · 2023
  3. 3
    Roessler Chadwick Foundation Wrap Benefit Plannot reported in the loaded dataset
    Roessler-Chadwick Foundation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Palos Verdes Peninsula, CA?
3 plan(s) reported by 3 sponsor(s) are loaded for Palos Verdes Peninsula, CA.

Related Form 5500 pages