Plan5500

Ramona, 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, Ramona, CA has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $8,165,865 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
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.2MSummed across loaded plans$8,165,865
Total reported assets$8.2M$8,165,865
Total reported participants145
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.2M total assets
Net assets$8.2MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$3.6K
Total income / additions-$1.1M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$282.4K
Net increase / (decrease)-$1.3M

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation0 / 7 ()

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

Ramona market comparison

Largest plan share of assets86%Sharon Quisenberry Defined Benefit Plan
Participants per plan21Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Ramona

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

  1. 1
    Sharon Quisenberry Defined Benefit Plan$7.1M
    Q'Nique Corporation · 2023
  2. 2
    Country Road Real Estate, Inc. 401(K) Plan$561.7K
    Country Road Real Estate, Inc. · 2023
  3. 3
    Action Automotive Group, Inc. 401(K) Profit Sharing Plan$311.6K
    Action Automotive Group, Inc. · 2023
  4. 4
    Scripps Ranch Massage Green Inc 401(K) Plan$234.2K
    Scripps Ranch Massage Green Inc · 2023
  5. 5
    C4 Automotive, Inc. 401(K) Plan$599
    C4 Automotive, Inc. · 2023
  6. 6
    Woodson Wealth Management And Consulting, Inc. 401(K) Plan$0
    Woodson Wealth Management And Consulting, Inc. · 2023
  7. 7
    Kahoots Inc Health & Welfare Benefits Plannot reported in the loaded dataset
    Kahoots Inc · 2023

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

Related Form 5500 pages