Rowland Heights, 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, Rowland Heights, CA has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $11,262,792 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $11,262,792
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $11,262,792
Contributions & income
- Employer contributions
- $149,063
- Participant contributions
- $126,805
- Total income / additions
- $1,861,732
Expenses & distributions
- Benefits paid / distributions
- $2,922
- Total expenses
- $15,182
- Net increase / (decrease)
- $1,846,550
Coverage
- Total reported participants
- 1,256
- Plans with financial statements
- 4
- Plans with provider compensation
- 0
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rowland Heights, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Chen And Chen, Cpa'S A Prof. Corp. 401(K) Profit Sharing Plan | Chen And Chen, Cpa'S A Prof. Corp. | $5,055,253 | 2023 |
| Ding Lei, A Professional Medical Corp. 401(K) Profit Sharing Plan | Ding Lei, A Professional Medical Corporation | $3,774,116 | 2023 |
| Jdsme Inc 401(K) Plan | Jdsme Inc. | $1,411,574 | 2023 |
| Kanthea Holdings, Inc. Pension Transfer Trust Plan | Kanthea Holdings Inc. | $1,021,849 | 2023 |
| Newegg, Inc. Employee Benefits Plan | Newegg, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Rowland Heights → · Rowland Heights plans by participants → · Rowland Heights plans with financial data → · Rowland Heights plans with provider compensation → · $1B+ plans in Rowland Heights →
Related Form 5500 pages
- All CA Form 5500 filings
- Chen And Chen, Cpa'S A Prof. Corp. 401(K) Profit Sharing Plan (plan 002)
- Chen And Chen, Cpa'S A Prof. Corp. — all reported plans
- Ding Lei, A Professional Medical Corp. 401(K) Profit Sharing Plan (plan 001)
- Ding Lei, A Professional Medical Corporation — all reported plans
- Jdsme Inc 401(K) Plan (plan 001)
- Jdsme Inc. — all reported plans
- Kanthea Holdings, Inc. Pension Transfer Trust Plan (plan 001)
- Kanthea Holdings Inc. — all reported plans
- Newegg, Inc. Employee Benefits Plan (plan 501)
- Newegg, Inc. — all reported plans
- Methodology
- Data sources