San Anselmo, 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 Anselmo, CA has 10 loaded benefit plan(s) reported by 6 plan sponsor(s), with $43,714,160 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $43,714,160
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $43,714,160
Contributions & income
- Employer contributions
- $1,235,753
- Participant contributions
- $3,123,418
- Total income / additions
- $10,293,240
Expenses & distributions
- Benefits paid / distributions
- $3,716,911
- Total expenses
- $3,839,626
- Net increase / (decrease)
- $6,453,614
Coverage
- Total reported participants
- 1,430
- Plans with financial statements
- 6
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for San Anselmo, 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 |
|---|---|---|---|
| San Domenico School 403(B) Retirement Plan | San Domenico School | $30,797,211 | 2023 |
| Just Media, Inc. 401(K) Profit Sharing Plan & Trust | Just Media, Inc. | $7,704,955 | 2023 |
| 403(B) Thrift Plan For Employees Of Side By Side | Side By Side | $4,821,981 | 2023 |
| Impact Recruiting Incorporated Retirement Plan | Impact Recruiting Incorporated | $260,238 | 2023 |
| Play-Well Teknologies 401(K) Plan | Timothy D Bowen | $129,775 | 2023 |
| Friedman 5 Holdings Retirement Plan | Friedman 5 Holdings | $0 | 2023 |
| Just Media Life Ad&D Plan | Just Media Inc. | not reported in the loaded dataset | 2023 |
| Just Media Short Term Disability Plan | Just Media Inc. | not reported in the loaded dataset | 2023 |
| Just Media Long Term Disability Plan | Just Media Inc. | not reported in the loaded dataset | 2023 |
| San Domenico School Health And Welfare Plan | San Domenico School | not reported in the loaded dataset | 2023 |
Largest plans in San Anselmo → · San Anselmo plans by participants → · San Anselmo plans with financial data → · San Anselmo plans with provider compensation → · $1B+ plans in San Anselmo →
Related Form 5500 pages
- All CA Form 5500 filings
- San Domenico School 403(B) Retirement Plan (plan 001)
- San Domenico School — all reported plans
- Just Media, Inc. 401(K) Profit Sharing Plan & Trust (plan 001)
- Just Media, Inc. — all reported plans
- 403(B) Thrift Plan For Employees Of Side By Side (plan 005)
- Side By Side — all reported plans
- Impact Recruiting Incorporated Retirement Plan (plan 001)
- Impact Recruiting Incorporated — all reported plans
- Play-Well Teknologies 401(K) Plan (plan 001)
- Timothy D Bowen — all reported plans
- Friedman 5 Holdings Retirement Plan (plan 001)
- Friedman 5 Holdings — all reported plans
- Just Media Life Ad&D Plan (plan 501)
- Just Media Short Term Disability Plan (plan 502)
- Just Media Long Term Disability Plan (plan 503)
- San Domenico School Health And Welfare Plan (plan 501)
- Methodology
- Data sources