So. El Monte, 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, So. El Monte, CA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $18,901,122 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $18,901,122
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $18,901,122
Contributions & income
- Employer contributions
- $856,713
- Participant contributions
- $927,112
- Total income / additions
- $4,028,213
Expenses & distributions
- Benefits paid / distributions
- $919,309
- Total expenses
- $960,858
- Net increase / (decrease)
- $3,067,355
Coverage
- Total reported participants
- 743
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for So. El Monte, 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 |
|---|---|---|---|
| Lawrence Equipment 401(K) Retirement Plan | Lawrence Equipment, Inc. | $15,873,890 | 2023 |
| Lincoln Training Center & Rehabilitation Workshop Retirement Income Plan | Lincoln Training Center | $2,931,675 | 2023 |
| Builders & Contractors Supp Unemployment Ins Plan | E.C. Construction Co. | $32,590 | 2023 |
Largest plans in So. El Monte → · So. El Monte plans by participants → · So. El Monte plans with financial data → · So. El Monte plans with provider compensation → · $1B+ plans in So. El Monte →
Related Form 5500 pages
- All CA Form 5500 filings
- Lawrence Equipment 401(K) Retirement Plan (plan 001)
- Lawrence Equipment, Inc. — all reported plans
- Lincoln Training Center & Rehabilitation Workshop Retirement Income Plan (plan 001)
- Lincoln Training Center — all reported plans
- Builders & Contractors Supp Unemployment Ins Plan (plan 502)
- E.C. Construction Co. — all reported plans
- Methodology
- Data sources