Plan5500

Sierra Madre, 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 Madre, CA has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $9,640,984 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
6
Latest filing year
2023

What stands out in Sierra Madre

  • 6 loaded plans hold $9.6M in reported assets across 6 sponsors.
  • The largest, Poser Investments, Inc. Profit Sharing Plan, holds 41% of reported Sierra Madre plan assets.
  • Plans cover 22 participants — about 4 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$8.9MSummed across loaded plans$8,921,125
Total reported assets$9.6M$9,640,984
Total reported participants22
Total reported liabilities$719.9K$719,859

Reported net position

Reported assets = net assets + liabilities (summed)$9.6M total assets
Net assets$8.9MLiabilities$719.9K
Contributions & income
Employer contributions$7.7K
Participant contributions$13.1K
Total income / additions-$90K
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.6M
Net increase / (decrease)-$1.7M

Data coverage

Plans with financial statements6 / 6 (100%)
Plans with provider compensation0 / 6 ()

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

Largest plan share of assets41%Poser Investments, Inc. Profit Sharing Plan
Participants per plan4Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Sierra Madre

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

  1. 1
    Poser Investments, Inc. Profit Sharing Plan$4M
    Poser Investments, Inc. · 2023
  2. 2
    Stanley F. Yelich, Inc. Def. Ben. Pen. Plan$3.3M
    Stanley F. Yelich, Inc. · 2023
  3. 3
    Patten, Faith & Sandford Profit Sharing Plan$1.8M
    Law Offices Of Thomas O. Hoffman · 2023
  4. 4
    Pwn Holdings Inc 401(K) Plan$587.8K
    Pwn Holdings Inc · 2023
  5. 5
    Charles W. Tapert Insurance Agency Inc. - Flexible Benefits Plan$14.6K
    Charles W. Tapert Insurance Agency Inc. · 2023
  6. 6
    Tag Ventures Inc 401(K) Plan$0
    Tag Ventures Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sierra Madre, CA?
6 plan(s) reported by 6 sponsor(s) are loaded for Sierra Madre, CA.

Related Form 5500 pages