Placentia, 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, Placentia, CA has 22 loaded benefit plan(s) reported by 21 plan sponsor(s), with $66,265,759 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
22
Plan sponsors
21
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$66,265,759
Total reported liabilities (EOY)
$2,289,676
Total reported net assets (EOY)
$63,310,372

Contributions & income

Employer contributions
$1,238,897
Participant contributions
$4,264,166
Total income / additions
$16,291,255

Expenses & distributions

Benefits paid / distributions
$7,078,683
Total expenses
$7,364,848
Net increase / (decrease)
$8,926,407

Coverage

Total reported participants
3,335
Plans with financial statements
18
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Placentia, 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 Placentia, CA
PlanSponsorReported assets (EOY)Year
Interface Rehab, Inc. 401(K) Retirement Savings PlanInterface Rehab, Inc.$41,160,5262023
Our Gang Savings Incentive PlanPolly'S, Inc.$7,291,7142023
Nikken, Inc. 401(K) Profit Sharing PlanNikken, Inc.$6,892,0872023
Third Floor North Employee Stock Ownership PlanTfn Architectural Signage, Inc.$3,890,0202023
Data Technologies Inc. 401(K) PlanData Technologies Inc.$2,708,5462023
Hardy Window Company Retirement Savings PlanHardy Window Company$1,454,0842023
Rabcab Enterprises Retirement PlanRabcab Enterprises$940,0812023
Scj Group 401(K) PlanScj Group$647,6602023
Dayton Flavors, Inc. 401(K) Profit Sharing PlanDayton Flavors, Inc.$414,0622023
Ryan Grace, Inc. 401k Profit Sharing PlanRyan Grace, Inc.$265,1192023
Tomato Squirts Inc. Retirement PlanTomato Squirts Inc.$254,2132023
Zapanta Inc. Profit Sharing PlanZapanta Inc.$147,7262023
Apache Venture Partners Corp 401(K) Profit Sharing PlanApache Venture Partners Corp$131,6662023
Grmm Corporation 401(K) PlanGrmm Corporation$26,0652023
Rahm Advisory Inc. 401(K) PlanRahm Advisory Inc.$24,4202023
Employee Health Plan Of Asfour Family CorpAsfour Family Corp$17,7702023
Detectors Incorporated 401(K) PlanDetectors Incorporated$02023
Metal Consultants Corp Profit Sharing PlanMetal Consultants Corp$02023
Interface Rehab, Inc. Employee Benefits ProgramInterface Rehab, Inc.not reported in the loaded dataset2023
Health Benefit PlanBrs Music And Sound, Inc.not reported in the loaded dataset2023
Frisbie Management, Inc. Welfare Benefits PlanFrisbie Management, Inc.not reported in the loaded dataset2023
Bejac Corporation Welfare Benefit PlanBejac Corporationnot reported in the loaded dataset2023

Related Form 5500 pages