Plan5500

Pismo Beach, 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, Pismo Beach, CA has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $23,345,926 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
7
Latest filing year
2023

What stands out in Pismo Beach

  • 7 loaded plans hold $23.3M in reported assets across 7 sponsors.
  • The largest, Santa Rosa Associates, A General Partnership 401(K) Profit Sharing Plan, holds 68% of reported Pismo Beach plan assets.
  • Plans cover 396 participants — about 57 per plan.
  • 86% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23.3MSummed across loaded plans$23,345,926
Total reported assets$23.3M$23,345,926
Total reported participants396
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$23.3M total assets
Net assets$23.3MLiabilities$0
Contributions & income
Employer contributions$541K
Participant contributions$620.2K
Total income / additions$5.2M
Expenses & distributions
Benefits paid / distributions$5.2M
Total expenses$5.3M
Net increase / (decrease)-$64.1K

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation1 / 7 (14%)

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

Pismo Beach market comparison

Largest plan share of assets68%Santa Rosa Associates, A General Partnership 401(K) Profit Sharing Plan
Participants per plan57Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Pismo Beach

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

  1. 1
    Santa Rosa Associates, A General Partnership 401(K) Profit Sharing Plan$15.8M
    Santa Rosa Associates, A General Partnership · 2023
  2. 2
    Paul T. Stallman, M.D., Inc. 401(K) Profit Sharing Plan$3.3M
    Paul T. Stallman, M.D., Inc. · 2023
  3. 3
    Grant D. Elwood, D.D.S. 401(K) Profit Sharing Plan$3.2M
    Grant D. Elwood, D.D.S. · 2023
  4. 4
    Dolphin Bay Hotel & Residence 401k Profit Sharing Plan$917.3K
    Dolphin Bay Hotel Residence · 2023
  5. 5
    Optix, Inc. 401(K) Plan$177.5K
    Optix, Inc. · 2023
  6. 6
    Big Springs Resort, Inc. 401(K) Plan$0
    Big Springs Resort, Inc. · 2023
  7. 7
    Ever Well Health Systems Welfare Benefit Plannot reported in the loaded dataset
    Ever Well Health Systems, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Pismo Beach, CA?
7 plan(s) reported by 7 sponsor(s) are loaded for Pismo Beach, CA.

Related Form 5500 pages