Sebastopol, 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, Sebastopol, CA has 16 loaded benefit plan(s) reported by 15 plan sponsor(s), with $105,323,678 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 15
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $105,323,678
- Total reported liabilities (EOY)
- $1,730,559
- Total reported net assets (EOY)
- $103,593,119
Contributions & income
- Employer contributions
- $2,395,922
- Participant contributions
- $6,762,285
- Total income / additions
- $24,122,339
Expenses & distributions
- Benefits paid / distributions
- $6,308,754
- Total expenses
- $6,525,465
- Net increase / (decrease)
- $17,596,874
Coverage
- Total reported participants
- 2,066
- Plans with financial statements
- 11
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sebastopol, 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 |
|---|---|---|---|
| O'Reilly Media, Inc. 401(K) Plan | O'Reilly Media, Inc. | $74,051,727 | 2023 |
| West County Health Centers Inc. 403b Plan | West County Health Centers Inc. | $8,510,407 | 2023 |
| Willow Creek Wealth Management, Inc. 401(K) Profit Sharing Plan | Willow Creek Wealth Management, Inc. | $8,000,277 | 2023 |
| Paul Hobbs Winery, Lp 401(K) Safe Harbor Plan | Paul Hobbs Winery, Lp | $6,728,577 | 2023 |
| Ann Chapnick Harris Profit Sharing Plan | Ann Chapnick Harris | $2,113,986 | 2023 |
| Robert S. Oliver, D. D. S., Inc. 401(K) Profit Sharing Plan | Robert S. Oliver, D.D.S., Inc. | $1,897,047 | 2023 |
| Ghansen Investments Retirement Plan | Ghansen Investments | $1,431,720 | 2023 |
| Edc/Savegas 401k Plan | Edc Technologies, Inc. | $979,659 | 2023 |
| North Bay Grocers Retirement Plan | North Bay Grocers | $791,521 | 2023 |
| Queen & Jester Retirement Plan | Queen & Jester Inc. | $506,582 | 2023 |
| Leff Construction And Development Corporation Esop | Leff Construction And Development Corporation | $312,175 | 2023 |
| O Reilly Media Employee Benefit Plan | O Reilly Media, Inc. | not reported in the loaded dataset | 2023 |
| Dutton Ranch Corp. Benefit Plan | Dutton Ranch Corp. | not reported in the loaded dataset | 2023 |
| Sheehan Construction Health Plan | Sheehan Construction | not reported in the loaded dataset | 2023 |
| Gourmet Mushrooms, Inc. | Gourmet Mushrooms, Inc. | not reported in the loaded dataset | 2023 |
| Jackson-Mitchell, Inc. Welfare Benefit Plan | Jackson-Mitchell, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Sebastopol → · Sebastopol plans by participants → · Sebastopol plans with financial data → · Sebastopol plans with provider compensation → · $1B+ plans in Sebastopol →
Related Form 5500 pages
- All CA Form 5500 filings
- O'Reilly Media, Inc. 401(K) Plan (plan 001)
- O'Reilly Media, Inc. — all reported plans
- West County Health Centers Inc. 403b Plan (plan 001)
- West County Health Centers Inc. — all reported plans
- Willow Creek Wealth Management, Inc. 401(K) Profit Sharing Plan (plan 001)
- Willow Creek Wealth Management, Inc. — all reported plans
- Paul Hobbs Winery, Lp 401(K) Safe Harbor Plan (plan 001)
- Paul Hobbs Winery, Lp — all reported plans
- Ann Chapnick Harris Profit Sharing Plan (plan 002)
- Ann Chapnick Harris — all reported plans
- Robert S. Oliver, D. D. S., Inc. 401(K) Profit Sharing Plan (plan 001)
- Robert S. Oliver, D.D.S., Inc. — all reported plans
- Ghansen Investments Retirement Plan (plan 001)
- Ghansen Investments — all reported plans
- Edc/Savegas 401k Plan (plan 002)
- Edc Technologies, Inc. — all reported plans
- North Bay Grocers Retirement Plan (plan 001)
- North Bay Grocers — all reported plans
- Queen & Jester Retirement Plan (plan 001)
- Queen & Jester Inc. — all reported plans
- Leff Construction And Development Corporation Esop (plan 001)
- Leff Construction And Development Corporation — all reported plans
- O Reilly Media Employee Benefit Plan (plan 501)
- Dutton Ranch Corp. Benefit Plan (plan 502)
- Dutton Ranch Corp. — all reported plans
- Sheehan Construction Health Plan (plan 501)
- Sheehan Construction — all reported plans
- Gourmet Mushrooms, Inc. (plan 501)
- Gourmet Mushrooms, Inc. — all reported plans
- Methodology
- Data sources