How many Form 5500 benefit plans are loaded for Santa Clarasanta Cla, CA?

1 plan(s) reported by 1 sponsor(s) are loaded for Santa Clarasanta Cla, CA.

Santa Clarasanta Cla, 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, Santa Clarasanta Cla, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,031,828 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in Santa Clarasanta Cla

1 loaded plans hold $1M in reported assets across 1 sponsors.
The largest, Accu Dental & Orthodontics 401(K) Plan, holds 100% of reported Santa Clarasanta Cla plan assets.
Plans cover 168 participants — about 168 per plan.
100% of loaded plans report full Schedule H/I financial statements.
100% report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1MSummed across loaded plans$1,031,828

Total reported assets$1M$1,031,828

Total reported participants168

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1M total assets

Net assets$1MLiabilities$0

Contributions & income

Employer contributionsNot reported

Participant contributions$173.2K

Total income / additions$337.8K

Expenses & distributions

Benefits paid / distributions$78K

Total expenses$134.2K

Net increase / (decrease)$203.6K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Santa Clarasanta Cla, 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

Santa Clarasanta Cla market comparison

Largest plan share of assets100%Accu Dental & Orthodontics 401(K) Plan

Participants per plan168Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Santa Clarasanta Cla

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

1
Accu Dental & Orthodontics 401(K) Plan$1M
Suman Ramakumar Dds Inc. Dba Acc · 2023

Largest plans in Santa Clarasanta Cla → · Santa Clarasanta Cla plans by participants → · Santa Clarasanta Cla plans with financial data → · Santa Clarasanta Cla plans with provider compensation → · $1B+ plans in Santa Clarasanta Cla →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Santa Clarasanta Cla, CA?: 1 plan(s) reported by 1 sponsor(s) are loaded for Santa Clarasanta Cla, CA.