Plan5500

Susanville, 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, Susanville, CA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $3,045,104 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 Susanville

  • 3 loaded plans hold $3M in reported assets across 3 sponsors.
  • The largest, Stephen Pezzullo Cpa Pc 401k Profit Sharing Plan, holds 77% of reported Susanville plan assets.
  • Plans cover 385 participants — about 128 per plan.
  • 67% 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$3MSummed across loaded plans$3,045,104
Total reported assets$3M$3,045,104
Total reported participants385
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3M total assets
Net assets$3MLiabilities$0
Contributions & income
Employer contributions$43.2K
Participant contributions$49.2K
Total income / additions$293.3K
Expenses & distributions
Benefits paid / distributions$50K
Total expenses$55.6K
Net increase / (decrease)$237.7K

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 Susanville, 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

Susanville market comparison

Largest plan share of assets77%Stephen Pezzullo Cpa Pc 401k Profit Sharing Plan
Participants per plan128Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Susanville

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

  1. 1
    Stephen Pezzullo Cpa Pc 401k Profit Sharing Plan$2.3M
    Stephen Pezzullo Cpa Pc · 2023
  2. 2
    Julia Gussett Cpa A Professional Corporation 401k Plan$707K
    Julia Gussett Cpa A Professional Corporation · 2023
  3. 3
    Sierra Cascade Nursery Inc Welfare Benefit Plannot reported in the loaded dataset
    Sierra Cascade Nursery Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages