Plan5500

Saratoga, 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, Saratoga, CA has 11 loaded benefit plan(s) reported by 10 plan sponsor(s), with $33,560,450 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
10
Latest filing year
2023

What stands out in Saratoga

  • 11 loaded plans hold $33.6M in reported assets across 10 sponsors.
  • The largest, Kbc, Inc. Profit Sharing Plan, holds 29% of reported Saratoga plan assets.
  • Plans cover 1,318 participants — about 120 per plan.
  • 91% of loaded plans report full Schedule H/I financial statements.
  • 9% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$41.4MSummed across loaded plans$41,400,572
Total reported assets$33.6M$33,560,450
Total reported participants1.3K1,318
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$33.6M total assets
Net assets$41.4MLiabilities$0
Contributions & income
Employer contributions$151K
Participant contributions$605K
Total income / additions$4.7M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$3.5M

Data coverage

Plans with financial statements10 / 11 (91%)
Plans with provider compensation1 / 11 (9%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Saratoga, 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

Saratoga market comparison

Largest plan share of assets29%Kbc, Inc. Profit Sharing Plan
Participants per plan120Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in Saratoga

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

  1. 1
    Kbc, Inc. Profit Sharing Plan$9.8M
    Krishna Business Center, Inc. · 2023
  2. 2
    Innovations Health Systems, LLC 401(K) Plan$8.8M
    Innovations Health Systems, LLC · 2023
  3. 3
    Kbc, Inc. Defined Benefit Pension Plan$5.3M
    Krishna Business Center, Inc. · 2023
  4. 4
    Hyatt Electric, Inc. Profit Sharing Plan$3.1M
    Hyatt Electric, Inc. · 2023
  5. 5
    Phillip G. Svalya, Inc. Profit Sharing Plan$2.7M
    Phillip G. Svalya, Inc. · 2023
  6. 6
    Guerra Technologies, Inc. Profit Sharing Plan$1.7M
    Guerra Technologies, Inc. · 2023
  7. 7
    Kiran Rapal, D.D.S., Inc., 401(K) Profit Sharing Plan$1.2M
    Kiran Rapal, D.D.S., Inc. · 2023
  8. 8
    Sinav Investment Properties Corp 401(K) Plan$842.8K
    Sinav Investment Properties Corp · 2023
  9. 9
    Magnus Recycling, Inc. 401k Profit Sharing Plan$65K
    Magnus Recycling, Inc. · 2023
  10. 10
    Echo Property Management, Inc. Profit Sharing Plan$0
    Echo Property Management, Inc. · 2023
  11. 11
    Kalesta Healthcare Group, LLC Health And Welfare Plannot reported in the loaded dataset
    Kalesta Healthcare Group, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Saratoga, CA?
11 plan(s) reported by 10 sponsor(s) are loaded for Saratoga, CA.

Related Form 5500 pages