San Marino, 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 Marino, CA has 10 loaded benefit plan(s) reported by 9 plan sponsor(s), with $124,043,996 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
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $124,043,996
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $124,043,996
Contributions & income
- Employer contributions
- $3,130,697
- Participant contributions
- $3,322,747
- Total income / additions
- $23,286,323
Expenses & distributions
- Benefits paid / distributions
- $5,861,582
- Total expenses
- $5,958,157
- Net increase / (decrease)
- $17,328,166
Coverage
- Total reported participants
- 1,769
- Plans with financial statements
- 9
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for San Marino, 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 |
|---|---|---|---|
| The Huntington Library, Art Museum, And Botanical Gardens 403(B) Savings & Retirement Plan | The Huntington Library, Art Museum, And Botanical Gardens | $87,112,826 | 2023 |
| Robert A. Mecum, M.D., Inc. 401(K) Safe Harbor Profit Sharing Plan | Robert A. Mecum, M.D., Inc. | $10,973,738 | 2023 |
| K & B Pharmacy Associates 401(K) Plan | K & B Pharmacy Associates, Inc. | $9,807,688 | 2023 |
| Jms Thespian, Inc. Profit Sharing Plan | Jms Thespian, Inc. | $7,710,217 | 2023 |
| S.L. Lue, M.D., Inc. Profit Sharing Plan | S.L. Lue, M.D., Inc. | $4,357,545 | 2023 |
| Oscar L. Chien, M.D. A Prof. Med. Corp. Defined Benefit Pension Plan | Oscar L. Chien, M.D. A Prof. Med. Corp. | $2,096,124 | 2023 |
| Lmbhr-Ii, LLC Solo 401-K | Lmbhr-11, LLC Solo 401k | $1,167,220 | 2023 |
| Amal K. Obaid-Schmid, M.D., Inc. 401(K) Profit Sharing Plan | Amal K. Obaid-Schmid, M.D., Inc. | $706,709 | 2023 |
| Profit Sharing Plan Of Matthew C. Sullivan | Matthew C. Sullivan, A Sole Proprietor | $111,929 | 2023 |
| Henry E. Huntington Library And Art Gallery Group Health And Life Plans | Henry E. Huntington Library And Art Gallery | not reported in the loaded dataset | 2023 |
Largest plans in San Marino → · San Marino plans by participants → · San Marino plans with financial data → · San Marino plans with provider compensation → · $1B+ plans in San Marino →
Related Form 5500 pages
- All CA Form 5500 filings
- The Huntington Library, Art Museum, And Botanical Gardens 403(B) Savings & Retirement Plan (plan 001)
- The Huntington Library, Art Museum, And Botanical Gardens — all reported plans
- Robert A. Mecum, M.D., Inc. 401(K) Safe Harbor Profit Sharing Plan (plan 002)
- Robert A. Mecum, M.D., Inc. — all reported plans
- K & B Pharmacy Associates 401(K) Plan (plan 001)
- K & B Pharmacy Associates, Inc. — all reported plans
- Jms Thespian, Inc. Profit Sharing Plan (plan 001)
- Jms Thespian, Inc. — all reported plans
- S.L. Lue, M.D., Inc. Profit Sharing Plan (plan 003)
- S.L. Lue, M.D., Inc. — all reported plans
- Oscar L. Chien, M.D. A Prof. Med. Corp. Defined Benefit Pension Plan (plan 003)
- Oscar L. Chien, M.D. A Prof. Med. Corp. — all reported plans
- Lmbhr-Ii, LLC Solo 401-K (plan 001)
- Lmbhr-11, LLC Solo 401k — all reported plans
- Amal K. Obaid-Schmid, M.D., Inc. 401(K) Profit Sharing Plan (plan 002)
- Amal K. Obaid-Schmid, M.D., Inc. — all reported plans
- Profit Sharing Plan Of Matthew C. Sullivan (plan 001)
- Matthew C. Sullivan, A Sole Proprietor — all reported plans
- Henry E. Huntington Library And Art Gallery Group Health And Life Plans (plan 503)
- Methodology
- Data sources