Plan5500

Rancho Santa Margarit, 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 Margarit, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $7,417,293 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.4MSummed across loaded plans$7,417,293
Total reported assets$7.4M$7,417,293
Total reported participants144
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.4M total assets
Net assets$7.4MLiabilities$0
Contributions & income
Employer contributions$400.4K
Participant contributions$931.8K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$786.5K
Total expenses$791.6K
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rancho Santa Margarit, 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

Rancho Santa Margarit market comparison

Largest plan share of assets100%Subzero Constructors, Inc. Employee Savings Plan
Participants per plan144Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Rancho Santa Margarit

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

  1. 1
    Subzero Constructors, Inc. Employee Savings Plan$7.4M
    Subzero Constructors, Inc. · 2023

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

Related Form 5500 pages