Plan5500

Stevenson Ranch, 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, Stevenson Ranch, CA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $11,190,571 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Stevenson Ranch

  • 3 loaded plans hold $11.2M in reported assets across 3 sponsors.
  • The largest, Stern, Kory, Sreden & Morgan 401k Profit Sharing Plan, holds 100% of reported Stevenson Ranch plan assets.
  • Plans cover 34 participants — about 11 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$11.2MSummed across loaded plans$11,190,571
Total reported assets$11.2M$11,190,571
Total reported participants34
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$11.2M total assets
Net assets$11.2MLiabilities—
Contributions & income
Employer contributions$110.2K
Participant contributions$355.2K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$3.9M
Total expenses$4M
Net increase / (decrease)-$1.3M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Stevenson Ranch, 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

Stevenson Ranch market comparison

Largest plan share of assets100%Stern, Kory, Sreden & Morgan 401k Profit Sharing Plan
Participants per plan11Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Stevenson Ranch

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

  1. 1
    Stern, Kory, Sreden & Morgan 401k Profit Sharing Plan$11.1M
    Stern, Kory, Sreden & Morgan, · 2023
  2. 2
    Nick'S Food Service Retirement Plan$55.9K
    Nick'S Food Service · 2023
  3. 3
    Dam Ventures, Inc. 401k Profit Sharing Plan$1
    Dam Ventures, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Stevenson Ranch, CA?
3 plan(s) reported by 3 sponsor(s) are loaded for Stevenson Ranch, CA.

Related Form 5500 pages