Plan5500

Thousand Palms, 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, Thousand Palms, CA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $5,905,152 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Thousand Palms

  • 4 loaded plans hold $5.9M in reported assets across 3 sponsors.
  • The largest, Clk Hr Acquisition, LLC 401(K) Profit Sharing Plan, holds 53% of reported Thousand Palms plan assets.
  • Plans cover 695 participants — about 174 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.9MSummed across loaded plans$5,905,152
Total reported assets$5.9M$5,905,152
Total reported participants695
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.9M total assets
Net assets$5.9MLiabilities$0
Contributions & income
Employer contributions$228K
Participant contributions$473.5K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$852.3K
Total expenses$907K
Net increase / (decrease)$410.3K

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation2 / 4 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Thousand Palms, 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

Thousand Palms market comparison

Largest plan share of assets53%Clk Hr Acquisition, LLC 401(K) Profit Sharing Plan
Participants per plan174Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Thousand Palms

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

  1. 1
    Clk Hr Acquisition, LLC 401(K) Profit Sharing Plan$3.1M
    Clk Hr Acquisition, LLC · 2023
  2. 2
    General Air Conditioning & Heating, Inc. 401k Plan$1.8M
    General Air Conditioning & Heating, Inc. · 2023
  3. 3
    Jrp Distributors, Inc. 401(K) Plan$964.3K
    Jrp Distributors, Inc. · 2023
  4. 4
    Clk Hr Acquisition, LLC Health & Welfare Plannot reported in the loaded dataset
    Clk Hr Acquisition, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages