Plan5500

Rio Linda, 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, Rio Linda, CA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $2,737,923 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Rio Linda

  • 2 loaded plans hold $2.7M in reported assets across 2 sponsors.
  • The largest, Bevan M. Richardson, D.D.S., Prof. Corp. Profit Sharing Plan, holds 75% of reported Rio Linda plan assets.
  • Plans cover 17 participants — about 9 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$2.7MSummed across loaded plans$2,737,923
Total reported assets$2.7M$2,737,923
Total reported participants17
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.7M total assets
Net assets$2.7MLiabilities$0
Contributions & income
Employer contributions$17.8K
Participant contributions$38.2K
Total income / additions-$80K
Expenses & distributions
Benefits paid / distributions$125.5K
Total expenses$125.5K
Net increase / (decrease)-$205.5K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Rio Linda market comparison

Largest plan share of assets75%Bevan M. Richardson, D.D.S., Prof. Corp. Profit Sharing Plan
Participants per plan9Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Rio Linda

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

  1. 1
    Bevan M. Richardson, D.D.S., Prof. Corp. Profit Sharing Plan$2M
    Bevan M. Richardson, D.D.S., A Professional Corporation · 2023
  2. 2
    Forged Technical Consulting, Inc. 401(K) Plan$693.7K
    Forged Technical Consulting, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Rio Linda, CA?
2 plan(s) reported by 2 sponsor(s) are loaded for Rio Linda, CA.

Related Form 5500 pages