South San Francisc, 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, South San Francisc, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,223,727 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 South San Francisc

  • 1 loaded plans hold $1.2M in reported assets across 1 sponsors.
  • The largest, Far West Fungi Inc - 401k, holds 100% of reported South San Francisc plan assets.
  • Plans cover 187 participants — about 187 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.2MSummed across loaded plans$1,223,727
Total reported assets$1.2M$1,223,727
Total reported participants187
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.2M total assets
Net assets$1.2MLiabilities$0
Contributions & income
Employer contributions$104.1K
Participant contributions$149K
Total income / additions$429.8K
Expenses & distributions
Benefits paid / distributions$13.9K
Total expenses$20K
Net increase / (decrease)$409.9K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for South San Francisc, 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

South San Francisc market comparison

Largest plan share of assets100%Far West Fungi Inc - 401k
Participants per plan187Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in South San Francisc

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

  1. 1
    Far West Fungi Inc · 2023

What to inspect next

Frequently asked questions

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

Related Form 5500 pages