Plan5500

Temple Ciy, 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, Temple Ciy, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $500,109 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 Temple Ciy

  • 1 loaded plans hold $500.1K in reported assets across 1 sponsors.
  • The largest, Mike Mathis Productions 401(K) Plan, holds 100% of reported Temple Ciy plan assets.
  • Plans cover 13 participants — about 13 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$500.1KSummed across loaded plans$500,109
Total reported assets$500.1K$500,109
Total reported participants13
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$500.1K total assets
Net assets$500.1KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$112.3K
Expenses & distributions
Benefits paid / distributions$87.7K
Total expenses$90.4K
Net increase / (decrease)$21.8K

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 Temple Ciy, 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

Temple Ciy market comparison

Largest plan share of assets100%Mike Mathis Productions 401(K) Plan
Participants per plan13Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Temple Ciy

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

  1. 1
    Mike Mathis Productions 401(K) Plan$500.1K
    Mike Mathis Productions · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages