Plan5500

Royal Oaks, 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, Royal Oaks, CA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $82,287 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 Royal Oaks

  • 2 loaded plans hold $82.3K in reported assets across 2 sponsors.
  • The largest, G7ei, Inc. 401(K) Plan, holds 100% of reported Royal Oaks plan assets.
  • Plans cover 192 participants — about 96 per plan.
  • 50% 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$82.3KSummed across loaded plans$82,287
Total reported assets$82.3K$82,287
Total reported participants192
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$82.3K total assets
Net assets$82.3KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$37.7K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)-$37.7K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Royal Oaks, 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

Royal Oaks market comparison

Largest plan share of assets100%G7ei, Inc. 401(K) Plan
Participants per plan96Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Royal Oaks

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

  1. 1
    G7ei, Inc. 401(K) Plan$82.3K
    G7ei Inc. · 2023
  2. 2
    Falcon Trading Company, Inc. Health And Welfare Plannot reported in the loaded dataset
    Falcon Trading Company, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages