Plan5500

San Andreas, 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, San Andreas, CA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $6,310,753 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 San Andreas

  • 2 loaded plans hold $6.3M in reported assets across 2 sponsors.
  • The largest, Mark Twain St. Joseph'S Hospital 403(B) Tax Deferred Annuity Plan, holds 81% of reported San Andreas plan assets.
  • Plans cover 229 participants — about 115 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$6.3MSummed across loaded plans$6,310,753
Total reported assets$6.3M$6,310,753
Total reported participants229
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.3M total assets
Net assets$6.3MLiabilities$0
Contributions & income
Employer contributions$17.4K
Participant contributions$11.5K
Total income / additions$790.8K
Expenses & distributions
Benefits paid / distributions$729.6K
Total expenses$734.6K
Net increase / (decrease)$56.2K

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 San Andreas, 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

San Andreas market comparison

Largest plan share of assets81%Mark Twain St. Joseph'S Hospital 403(B) Tax Deferred Annuity Plan
Participants per plan115Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in San Andreas

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

  1. 1
    Mark Twain St. Joseph'S Hospital 403(B) Tax Deferred Annuity Plan$5.1M
    Mark Twain St. Josephs Hospital · 2023
  2. 2
    Gambi Disposal, Inc. Profit Sharing Plan$1.2M
    Gambi Disposal, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages