Rancho Santa Fe, 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, Rancho Santa Fe, CA has 20 loaded benefit plan(s) reported by 15 plan sponsor(s), with $62,717,945 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
20
Plan sponsors
15
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$62,717,945
Total reported liabilities (EOY)
$5,646
Total reported net assets (EOY)
$62,712,299

Contributions & income

Employer contributions
$1,783,331
Participant contributions
$2,672,691
Total income / additions
$21,503,347

Expenses & distributions

Benefits paid / distributions
$10,608,320
Total expenses
$10,892,629
Net increase / (decrease)
$10,610,718

Coverage

Total reported participants
2,690
Plans with financial statements
16
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rancho Santa Fe, 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 Rancho Santa Fe, CA
PlanSponsorReported assets (EOY)Year
Cdr Consultants Inc 401(K) Profit Sharing Plan & TrustCdr Consultants Inc$12,656,8502023
Warren Properties, Inc. Profit Sharing & Savings PlanWarren Properties, Inc.$10,399,3602023
Rancho Santa Fe Association 401(K) PlanRancho Santa Fe Association$8,250,3062023
Rancho Valencia Resort & Spa 401(K) PlanRancho Valencia Resort Partners,LLC$8,243,0502023
Helen Woodward Animal Center 403(B) Retirement PlanHelen Woodward Animal Center$6,249,7952023
James H. Scott, Inc. Retirement Savings PlanJames H. Scott, Inc.$4,058,7662023
Maram Zakko, M.D. Profit Sharing PlanMaram Zakko, M.D.$3,005,6232023
B & H Property Systems, Inc., Solo 401(K) Profit Sharing PlanB & H Property Systems, Inc.$2,082,1232023
Essential Business Strategies Defined Benefit Pension PlanEbs Consulting, Inc.$1,930,6922023
Els, Inc. 401(K) PlanEls, Inc.$1,541,2652023
James H. Scott, Inc. Defined Benefit Pension PlanJames H. Scott, Inc.$1,346,6042023
Pacifica Enterprises And Companies 401(K) PlanPe Management Group, Inc.$1,281,1192023
Cake Love Co. 401(K) PlanCake Love Co.$1,030,4282023
Parente Enterprise Management, Inc. Retirement PlanParente Enterprise Management, Inc.$548,2392023
Turn It Up Now Retirement PlanTurn It Up Now, Inc.$93,7252023
National Appraisal Guides Inc 401(K) Profit Sharing Plan And TrustChristy Ipe, LLC$02023
Helen Woodward Animal Center Health And Welfare PlanHelen Woodward Animal Centernot reported in the loaded dataset2023
Rancho Valencia Resort Partners, LLCRancho Valencia Resort Partners, LLCnot reported in the loaded dataset2023
Warren Properties, Inc. Employee Benefit PlanWarren Properties, Inc.not reported in the loaded dataset2023
Pe Management Group Inc. Welfare Benefits PlanPe Management Group Inc.not reported in the loaded dataset2023

Related Form 5500 pages