Perris, 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, Perris, CA has 8 loaded benefit plan(s) reported by 8 plan sponsor(s), with $160,820,567 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$160,820,567
Total reported liabilities (EOY)
$15,713,566
Total reported net assets (EOY)
$145,107,001

Contributions & income

Employer contributions
$5,322,842
Participant contributions
$1,946,138
Total income / additions
$38,178,757

Expenses & distributions

Benefits paid / distributions
$6,626,326
Total expenses
$7,295,266
Net increase / (decrease)
$30,883,491

Coverage

Total reported participants
1,570
Plans with financial statements
8
Plans with provider compensation
3

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

Largest loaded plans in Perris, CA
PlanSponsorReported assets (EOY)Year
Greenbee Employee Stock Ownership PlanPslq, Inc. Dba Greenbee$96,380,5322023
Pacific Hydrotech Corporation 401(K) Profit Sharing PlanPacific Hydrotech Corporation$35,566,9962023
Stronghold Engineering, Inc. 401(K) Employee'S Profit Sharing PlanStronghold Engineering Inc.$19,999,0572023
Coronado Stone Products 401(K) PlanCreative Stone Manufacturing, Inc. D/B/A Coronado Stone Products$6,657,2762023
Green Products Packaging, Corp. 401(K) PlanGreen Products Packaging, Corp.$1,141,4382023
Home Link Solutions, Inc. Profit Sharing PlanHome Link Solutions, Inc.$617,6162023
Spaulding Equipment Company 401(K) PlanSpaulding Equipment Company$453,7882023
J. R. Pipeline Co. , Inc. Insurance ProgramJ. R. Pipeline Company, Inc.$3,8642023

Related Form 5500 pages