Plan5500

Sierra City, 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, Sierra City, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $294,779 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 Sierra City

  • 1 loaded plans hold $294.8K in reported assets across 1 sponsors.
  • The largest, Jw Resorts 401(K) Plan, holds 100% of reported Sierra City plan assets.
  • Plans cover 2 participants — about 2 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$294.8KSummed across loaded plans$294,779
Total reported assets$294.8K$294,779
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$294.8K total assets
Net assets$294.8KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$14.5K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)-$14.5K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Sierra City market comparison

Largest plan share of assets100%Jw Resorts 401(K) Plan
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Sierra City

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

  1. 1
    Jw Resorts 401(K) Plan$294.8K
    Jw Resorts · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sierra City, CA?
1 plan(s) reported by 1 sponsor(s) are loaded for Sierra City, CA.

Related Form 5500 pages