Solana Beach, 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, Solana Beach, CA has 38 loaded benefit plan(s) reported by 28 plan sponsor(s), with $229,117,337 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 38
- Plan sponsors
- 28
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $229,117,337
- Total reported liabilities (EOY)
- $83
- Total reported net assets (EOY)
- $229,117,254
Contributions & income
- Employer contributions
- $5,885,113
- Participant contributions
- $15,474,979
- Total income / additions
- $58,838,077
Expenses & distributions
- Benefits paid / distributions
- $13,945,790
- Total expenses
- $14,788,308
- Net increase / (decrease)
- $44,049,769
Coverage
- Total reported participants
- 12,074
- Plans with financial statements
- 27
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Solana Beach, 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 |
|---|---|---|---|
| Aevex Aerospace, LLC 401(K) Plan | Aevex Aerospace, LLC | $41,725,693 | 2023 |
| Westcore Europe, LLC Retirement Savings Plan | Westcore Europe, LLC | $41,450,535 | 2023 |
| Senior Resource Group 401(K) Retirement Plan | Srg Operating, Inc. | $33,971,828 | 2023 |
| Santa Fe Christian Schools 403(B) Plan | Santa Fe Christian Schools | $15,034,392 | 2023 |
| Taiyo Yuden (U.S.A.) Inc. 401 (K) Salary Savings Plan | Taiyo Yuden (U.S.A) Inc. | $14,229,126 | 2023 |
| Simulstat, Inc. 401(K) Profit Sharing Plan & Trust | Simulstat, Inc. | $13,857,967 | 2023 |
| Hallmark Communities Inc 401k Profit Sharing Plan | Hallmark Communities Inc | $11,712,141 | 2023 |
| Suba Corporation Profit Sharing Plan | Suba Corporation | $8,080,340 | 2023 |
| North American Production Sharing, Inc. Defined Benefit Pension Plan | North American Production Sharing, Inc. | $8,042,425 | 2023 |
| Procede Software 401(K) Plan | Procede Software Lp | $7,190,881 | 2023 |
| Americare Health & Retirement, Inc. 401(K) Profit Sharing Plan | Americare Health & Retirement, Inc. | $5,604,177 | 2023 |
| North American Production Sharing, Inc. Profit Sharing Plan | North American Production Sharing, Inc. | $5,109,423 | 2023 |
| Eam Investors 401(K) Plan | Eam Investors, LLC | $4,189,211 | 2023 |
| One World 401(K) Plan | One World Ventures, LLC | $4,141,426 | 2023 |
| Persyst Development Corporation 401(K) Esop And Trust | Persyst Development Corporation | $3,456,614 | 2023 |
| Trovata 401(K) Plan | Trovata, Inc. | $2,609,036 | 2023 |
| Del Mar Chiropractic Centre Profit Sharing Plan | Del Mar Chiropractic Centre | $2,211,587 | 2023 |
| G. Thomas Sirinian Jr., D.D.S., M.S., A.P.C. Defined Benefit Pension Plan | G. Thomas Sirinian Jr., D.D.S., M.S., A.P.C. | $2,204,635 | 2023 |
| Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan | Michael Page Davis Insurance Agency, Inc. | $1,668,409 | 2023 |
| Virtual Computing Technology Inc 401(K) Profit Sharing Plan And T | Virtual Computing Technology Inc | $1,100,179 | 2023 |
| Urban Plates 401(K) Plan | Urban Plates, LLC | $1,083,964 | 2023 |
| Mr Bodhi 401k | Mr. Bodhi Inc. | $181,057 | 2023 |
| Robert E. Scott, M.D., Inc., Apmc 401(K) Profit Sharing Plan | Robert E. Scott, M.D., Inc., Apmc | $96,322 | 2023 |
| Premier Martial Arts 401k Trust | Premier Martial Arts Inc. | $79,008 | 2023 |
| Edinger Architectural Corporation 401(K) Profit Sharing Plan | Edinger Architectural Corporation | $55,929 | 2023 |
Largest plans in Solana Beach → · Solana Beach plans by participants → · Solana Beach plans with financial data → · Solana Beach plans with provider compensation → · $1B+ plans in Solana Beach →
Related Form 5500 pages
- All CA Form 5500 filings
- Aevex Aerospace, LLC 401(K) Plan (plan 001)
- Aevex Aerospace, LLC — all reported plans
- Westcore Europe, LLC Retirement Savings Plan (plan 001)
- Westcore Europe, LLC — all reported plans
- Senior Resource Group 401(K) Retirement Plan (plan 001)
- Srg Operating, Inc. — all reported plans
- Santa Fe Christian Schools 403(B) Plan (plan 001)
- Santa Fe Christian Schools — all reported plans
- Taiyo Yuden (U.S.A.) Inc. 401 (K) Salary Savings Plan (plan 001)
- Taiyo Yuden (U.S.A) Inc. — all reported plans
- Simulstat, Inc. 401(K) Profit Sharing Plan & Trust (plan 001)
- Simulstat, Inc. — all reported plans
- Hallmark Communities Inc 401k Profit Sharing Plan (plan 003)
- Hallmark Communities Inc — all reported plans
- Suba Corporation Profit Sharing Plan (plan 003)
- Suba Corporation — all reported plans
- North American Production Sharing, Inc. Defined Benefit Pension Plan (plan 003)
- North American Production Sharing, Inc. — all reported plans
- Procede Software 401(K) Plan (plan 001)
- Procede Software Lp — all reported plans
- Americare Health & Retirement, Inc. 401(K) Profit Sharing Plan (plan 001)
- Americare Health & Retirement, Inc. — all reported plans
- North American Production Sharing, Inc. Profit Sharing Plan (plan 002)
- Eam Investors 401(K) Plan (plan 001)
- Eam Investors, LLC — all reported plans
- One World 401(K) Plan (plan 001)
- One World Ventures, LLC — all reported plans
- Persyst Development Corporation 401(K) Esop And Trust (plan 002)
- Persyst Development Corporation — all reported plans
- Methodology
- Data sources