Plan5500

Tiburon, 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, Tiburon, CA has 10 loaded benefit plan(s) reported by 9 plan sponsor(s), with $47,180,075 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
9
Latest filing year
2023

What stands out in Tiburon

  • 10 loaded plans hold $47.2M in reported assets across 9 sponsors.
  • The largest, The Weiss Company, Inc. Profit Sharing Plan, holds 39% of reported Tiburon plan assets.
  • Plans cover 580 participants — about 58 per plan.
  • 70% of loaded plans report full Schedule H/I financial statements.
  • 10% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$47.2MSummed across loaded plans$47,180,075
Total reported assets$47.2M$47,180,075
Total reported participants580
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$47.2M total assets
Net assets$47.2MLiabilities$0
Contributions & income
Employer contributions$142K
Participant contributions$1.2M
Total income / additions$8.6M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.8M
Net increase / (decrease)$5.8M

Data coverage

Plans with financial statements7 / 10 (70%)
Plans with provider compensation1 / 10 (10%)

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

Tiburon market comparison

Largest plan share of assets39%The Weiss Company, Inc. Profit Sharing Plan
Participants per plan58Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Tiburon

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

  1. 1
    The Weiss Company, Inc. Profit Sharing Plan$18.5M
    The Weiss Company, Inc. · 2023
  2. 2
    Charlene R. Chan, D.D.S., Inc Profit Sharing Plan Of The Fidelity Retirement Plan$12.1M
    Charlene R. Chan, D.D.S, Inc · 2023
  3. 3
    Riviera Partners 401(K) Plan$11.2M
    Riviera Partners · 2023
  4. 4
    Kevin W. Louie, Md, Inc. Profit Sharing Plan$4.3M
    Kevin W. Louie, Md, A Professional Corporation · 2023
  5. 5
    California Sustainable Fitness Inc. Retirement Plan$612.4K
    California Sustainable Fitness Inc. · 2023
  6. 6
    Shahriar Safavi, M. D. , P. A. Employee'S Profit Sharing Plan & Trust$348.2K
    Shahriar Safavi, M.D.M P.A. · 2023
  7. 7
    325 Rowland Blvd LLC Profit Sharing Plan$78.5K
    325 Rowland Blvd LLC · 2023
  8. 8
    Burkland Associatesnot reported in the loaded dataset
    Burkland Associates, LLC · 2023
  9. 9
    Boomtown Network, Inc., Health And Welfare Benefit Plannot reported in the loaded dataset
    Boomtown Network, Inc. · 2023
  10. 10
    Riviera Partners Health And Welfare Benefits Plannot reported in the loaded dataset
    Riviera Partners · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Tiburon, CA?
10 plan(s) reported by 9 sponsor(s) are loaded for Tiburon, CA.

Related Form 5500 pages