Plan5500

Soquel, 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, Soquel, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,036,819 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 Soquel

  • 1 loaded plans hold $1M in reported assets across 1 sponsors.
  • The largest, Preferred Strategies, Inc. Employee Stock Ownership Plan, holds 100% of reported Soquel plan assets.
  • Plans cover 33 participants — about 33 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$1MSummed across loaded plans$1,017,069
Total reported assets$1M$1,036,819
Total reported participants33
Total reported liabilities$19.8K$19,750

Reported net position

Reported assets = net assets + liabilities (summed)$1M total assets
Net assets$1MLiabilities$19.8K
Contributions & income
Total income / additions$18.6K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$1.5K
Net increase / (decrease)$17.1K

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 Soquel, 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

Soquel market comparison

Largest plan share of assets100%Preferred Strategies, Inc. Employee Stock Ownership Plan
Participants per plan33Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Soquel

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

  1. 1
    Preferred Strategies, Inc. Employee Stock Ownership Plan$1M
    Preferred Strategies, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages