Plan5500

Porter Ranch, 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, Porter Ranch, CA has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $849,510 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Porter Ranch

  • 5 loaded plans hold $849.5K in reported assets across 5 sponsors.
  • The largest, Stella Pleiades Corporation 401(K) Profit Sharing Plan, holds 46% of reported Porter Ranch plan assets.
  • Plans cover 9 participants — about 2 per plan.
  • 100% 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$849.5KSummed across loaded plans$849,510
Total reported assets$849.5K$849,510
Total reported participants9
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$849.5K total assets
Net assets$849.5KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$386.6K
Expenses & distributions
Benefits paid / distributions$355.4K
Total expenses$358.2K
Net increase / (decrease)$28.4K

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

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

Porter Ranch market comparison

Largest plan share of assets46%Stella Pleiades Corporation 401(K) Profit Sharing Plan
Participants per plan2Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Porter Ranch

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

  1. 1
    Stella Pleiades Corporation 401(K) Profit Sharing Plan$394.9K
    Stella Pleiades Corporation · 2023
  2. 2
    Aspen Xavi Retirement Plan$301K
    Aspen Xavi · 2023
  3. 3
    Jerrold Sugarman, D.D.S., Inc. Profit Sharing Plan$77.5K
    Jerrold Sugarman, D.D.S., Inc. · 2023
  4. 4
    Gcs Investment Inc 401(K) Plan$76.1K
    Gcs Investment Inc · 2023
  5. 5
    Aardmac Group 401k Trust$0
    Aardmac Group Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Porter Ranch, CA?
5 plan(s) reported by 5 sponsor(s) are loaded for Porter Ranch, CA.

Related Form 5500 pages