Plan5500

Sunset 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, Sunset Beach, CA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $33,722 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
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$33.7KSummed across loaded plans$33,722
Total reported assets$33.7K$33,722
Total reported participants155
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$33.7K total assets
Net assets$33.7KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$54.4K
Expenses & distributions
Benefits paid / distributions$169K
Total expenses$169K
Net increase / (decrease)-$223.3K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sunset 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.

Computed from loaded plans

Sunset Beach market comparison

Largest plan share of assets100%Eaton Valley, Inc. Retirement Plan
Participants per plan52Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Sunset Beach

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

  1. 1
    Eaton Valley, Inc. Retirement Plan$33.7K
    Eaton Valley, Inc. · 2023
  2. 2
    Kayco Corp. 401(K) Plan$0
    Kayco Corp. · 2023
  3. 3
    Meritage Healthcare, LLC Welfare Benefits Plannot reported in the loaded dataset
    Meritage Healthcare, LLC · 2023

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

Related Form 5500 pages