Sausalito, 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, Sausalito, CA has 25 loaded benefit plan(s) reported by 18 plan sponsor(s), with $194,816,924 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 25
- Plan sponsors
- 18
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $194,816,924
- Total reported liabilities (EOY)
- $2,976
- Total reported net assets (EOY)
- $194,813,948
Contributions & income
- Employer contributions
- $6,080,894
- Participant contributions
- $7,173,102
- Total income / additions
- $36,233,481
Expenses & distributions
- Benefits paid / distributions
- $18,737,087
- Total expenses
- $19,033,193
- Net increase / (decrease)
- $17,200,288
Coverage
- Total reported participants
- 4,806
- Plans with financial statements
- 18
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sausalito, 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 |
|---|---|---|---|
| Swa Group Profit Sharing And Savings Plan | Swa Group | $82,130,965 | 2023 |
| Swa Group Employee Stock Ownership Plan | Swa Group | $33,188,373 | 2023 |
| Butler, Shine, Stern & Partners, LLC 401(K) Plan | Butler, Shine, Stern & Partners, LLC | $16,060,984 | 2023 |
| Heath Ceramics, Ltd. 401(K) Plan | Heath Ceramics, Ltd. | $11,558,532 | 2023 |
| Serena Lily, Inc. 401(K) Plan | Serena & Lily, Inc. | $10,575,789 | 2023 |
| Real Estate Law Group, Llp Profit Sharing 401k Plan | Real Estate Law Group, Llp | $9,085,231 | 2023 |
| The Marine Mammal Center 401(K) Psp & Trust | The Marine Mammal Center | $5,524,444 | 2023 |
| Bialla & Associates, Inc. Profit Sharing Plan | Bialla & Associates, Inc. | $4,171,157 | 2023 |
| Elsener & Elsener Llp 401(K) Profit Sharing Plan | Elsener & Elsener Llp | $4,102,981 | 2023 |
| Sloat Garden Center, Inc. Profit Sharing Plan | Sloat Garden Center, Inc. | $4,043,630 | 2023 |
| Cavallo Point LLC 401(K) Profit Sharing Plan & Trust | Cavallo Point LLC | $2,827,883 | 2023 |
| Heath Ceramics Employee Stock Ownership Plan | Heath Ceramics, Ltd. | $2,819,880 | 2023 |
| Boyd Lighting 401(K) Plan | Boyd Lighting Fixture Company | $2,762,577 | 2023 |
| Better Place Forests 401(K) Plan | Better Place Forests Co. | $2,280,627 | 2023 |
| Kathleen Taylor The Lotus Collection, LLC Profit Sharing Plan | Kathleen Taylor The Lotus Collection, LLC | $1,832,917 | 2023 |
| Maguire Enterprises, Ltd Money Purchase Pension Plan | Maguire Enterprises Ltd. | $1,188,603 | 2023 |
| High Flying Foods San Diego Partnership Union 401(K) Plan | High Flying Foods San Diego Partnership | $659,758 | 2023 |
| The High Pacific Company 401k Profit Sharing Plan | The High Pacific Company | $2,593 | 2023 |
| Serena & Lily, Inc. Employee'S Welfare Benefit Plan | Serena & Lily, Inc. | not reported in the loaded dataset | 2023 |
| Cavallo Point, LLC Health And Welfare Plan | Cavallo Point, LLC | not reported in the loaded dataset | 2023 |
| The Marine Mammal Center Health & Welfare Benefits Plan | The Marine Mammal Center | not reported in the loaded dataset | 2023 |
| Teijin Holdings Usa, Inc. Welfare Benefits Plan | Teijin Holdings Usa, Inc. | not reported in the loaded dataset | 2023 |
| Swa Group Welfare Benefit Plan | Swa Group | not reported in the loaded dataset | 2023 |
| Swa Group Insurance Plan | Swa Group | not reported in the loaded dataset | 2023 |
| Naturebridge Wrap Benefits Plan | Naturebridge | not reported in the loaded dataset | 2023 |
Largest plans in Sausalito → · Sausalito plans by participants → · Sausalito plans with financial data → · Sausalito plans with provider compensation → · $1B+ plans in Sausalito →
Related Form 5500 pages
- All CA Form 5500 filings
- Swa Group Profit Sharing And Savings Plan (plan 002)
- Swa Group — all reported plans
- Swa Group Employee Stock Ownership Plan (plan 001)
- Butler, Shine, Stern & Partners, LLC 401(K) Plan (plan 001)
- Butler, Shine, Stern & Partners, LLC — all reported plans
- Heath Ceramics, Ltd. 401(K) Plan (plan 001)
- Heath Ceramics, Ltd. — all reported plans
- Serena Lily, Inc. 401(K) Plan (plan 001)
- Serena & Lily, Inc. — all reported plans
- Real Estate Law Group, Llp Profit Sharing 401k Plan (plan 002)
- Real Estate Law Group, Llp — all reported plans
- The Marine Mammal Center 401(K) Psp & Trust (plan 001)
- The Marine Mammal Center — all reported plans
- Bialla & Associates, Inc. Profit Sharing Plan (plan 002)
- Bialla & Associates, Inc. — all reported plans
- Elsener & Elsener Llp 401(K) Profit Sharing Plan (plan 001)
- Elsener & Elsener Llp — all reported plans
- Sloat Garden Center, Inc. Profit Sharing Plan (plan 001)
- Sloat Garden Center, Inc. — all reported plans
- Cavallo Point LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Cavallo Point LLC — all reported plans
- Heath Ceramics Employee Stock Ownership Plan (plan 002)
- Boyd Lighting 401(K) Plan (plan 001)
- Boyd Lighting Fixture Company — all reported plans
- Better Place Forests 401(K) Plan (plan 001)
- Better Place Forests Co. — all reported plans
- Kathleen Taylor The Lotus Collection, LLC Profit Sharing Plan (plan 001)
- Kathleen Taylor The Lotus Collection, LLC — all reported plans
- Methodology
- Data sources