Placerville, 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, Placerville, CA has 19 loaded benefit plan(s) reported by 15 plan sponsor(s), with $334,964,032 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
19
Plan sponsors
15
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$334,964,032
Total reported liabilities (EOY)
$1,039
Total reported net assets (EOY)
$334,962,993

Contributions & income

Employer contributions
$11,483,565
Participant contributions
$14,472,167
Total income / additions
$77,218,767

Expenses & distributions

Benefits paid / distributions
$113,569,436
Total expenses
$114,042,479
Net increase / (decrease)
-$36,823,712

Coverage

Total reported participants
8,629
Plans with financial statements
12
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Placerville, 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 Placerville, CA
PlanSponsorReported assets (EOY)Year
Marshall Medical Center 403(B) Retirement PlanMarshall Medical Center$138,838,3362023
Marshall Medical Employees' Retirement PlanMarshall Medical Center$109,356,1282023
El Dorado Savings Bank Profit Sharing PlanEl Dorado Savings Bank$39,496,0832023
Red Hawk Casino 401(K) PlanRed Hawk Casino$37,503,0832023
El Dorado County Community Health Center 403b PlanEl Dorado County Community Health Center$5,037,3242023
Carl M. Hillendahl, Dds, Inc. 401(K) PlanCarl M. Hillendahl, Dds, Inc.$3,047,1892023
Douglas R Roeca Profit Sharing PlanDouglas R Roeca$946,5862023
Terra, Inc. 401(K) PlanTerra, Inc.$367,4932023
Ndby Inc. 401(K) PlanNdby Inc.$223,0132023
Western Foothill Mortgage, Inc.. 401(K) Profit Sharing Plan And TrustWestern Foothill Mortgage, Inc..$105,9592023
Jordahl Consulting Services, Inc. 401(K) PlanJordahl Consulting Services, Inc.$42,8382023
4 Directions Signs And Graphics 401(K) Plan4 Directions Signs And Graphics$02023
Red Hawk Casino Health And Welfare PlanRed Hawk Casinonot reported in the loaded dataset2023
El Dorado Community Health Centers Health And Welfare PlanEl Dorado Community Health Centersnot reported in the loaded dataset2023
Shingle Springs Band Of Miwok Indians Welfare Benefits PlanShingle Springs Band Of Miwok Indiansnot reported in the loaded dataset2023
Doug Veerkamp General Engineering Health And Welfare PlanDoug Veerkamp General Engineering, Inc.not reported in the loaded dataset2023
Thompsons Auto Group Health And Welfare Benefit PlanRon Thompsons Auto Group, Inc. Dba Thompsons Toyota Of Placervillenot reported in the loaded dataset2023
Section 125 Plan For The Benefit Of El Dorado Savings BankEl Dorado Savings Banknot reported in the loaded dataset2023
Marshall Medical Center Health & Welfare PlanMarshall Medical Centernot reported in the loaded dataset2023

Related Form 5500 pages