Plan5500

Rolling Hills, 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, Rolling Hills, CA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $9,003,267 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 Rolling Hills

  • 2 loaded plans hold $9M in reported assets across 2 sponsors.
  • The largest, Pv Peregan Corp. Profit Sharing Plan, holds 68% of reported Rolling Hills plan assets.
  • Plans cover 4 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$9MSummed across loaded plans$9,003,267
Total reported assets$9M$9,003,267
Total reported participants4
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$9M total assets
Net assets$9MLiabilities—
Contributions & income
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$100K
Total expenses$123.4K
Net increase / (decrease)$1.6M

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 Rolling Hills, 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

Rolling Hills market comparison

Largest plan share of assets68%Pv Peregan Corp. Profit Sharing Plan
Participants per plan2Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Rolling Hills

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

  1. 1
    Pv Peregan Corp. Profit Sharing Plan$6.1M
    Pv Peregan Corp. · 2023
  2. 2
    John A Mazzotta Inc. Pension Transfer Trust Plan$2.9M
    John A. Mazzotta, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages