Plan5500

Santa Ynez, 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 Ynez, CA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $136,836,872 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Santa Ynez

  • 4 loaded plans hold $136.8M in reported assets across 3 sponsors.
  • The largest, Santa Ynez Band Of Chumash Indians 401(K) Plan, holds 88% of reported Santa Ynez plan assets.
  • Plans cover 3,709 participants — about 927 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$136.8MSummed across loaded plans$136,836,872
Total reported assets$136.8M$136,836,872
Total reported participants3.7K3,709
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$136.8M total assets
Net assets$136.8MLiabilities$0
Contributions & income
Employer contributions$4.1M
Participant contributions$11.6M
Total income / additions$36.3M
Expenses & distributions
Benefits paid / distributions$9.2M
Total expenses$9.7M
Net increase / (decrease)$26.7M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation2 / 4 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Santa Ynez, 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 Ynez market comparison

Largest plan share of assets88%Santa Ynez Band Of Chumash Indians 401(K) Plan
Participants per plan927Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Santa Ynez

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

  1. 1
    Santa Ynez Band Of Chumash Indians 401(K) Plan$120.6M
    Santa Ynez Band Of Chumash Indians · 2023
  2. 2
    Tower Industries, Inc. 401(K) Profit Sharing Plan$16.1M
    Tower Industries, Inc. · 2023
  3. 3
    Syv Doughnut Co. 401(K) Plan$69.8K
    Syv Doughnut Co. · 2023
  4. 4
    Tower Industries, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Tower Industries, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Santa Ynez, CA?
4 plan(s) reported by 3 sponsor(s) are loaded for Santa Ynez, CA.

Related Form 5500 pages