Plan5500

Trabuco Canyon, 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, Trabuco Canyon, CA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $387,203 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Trabuco Canyon

  • 2 loaded plans hold $387.2K in reported assets across 2 sponsors.
  • The largest, Adelle Torres Cpa 401k Plan, holds 100% of reported Trabuco Canyon plan assets.
  • Plans cover 3 participants — about 2 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$387.2KSummed across loaded plans$387,203
Total reported assets$387.2K$387,203
Total reported participants3
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$387.2K total assets
Net assets$387.2KLiabilities—
Contributions & income
Employer contributions$62.4K
Participant contributions$0
Total income / additions-$35.3K
Expenses & distributions
Benefits paid / distributions$351.5K
Total expenses$351.5K
Net increase / (decrease)-$386.8K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Trabuco Canyon market comparison

Largest plan share of assets100%Adelle Torres Cpa 401k Plan
Participants per plan2Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Trabuco Canyon

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

  1. 1
    Adelle Torres Cpa 401k Plan$387.2K
    Adelle Torres Cpa · 2023
  2. 2
    Ozone Friendly Services Inc. Retirement Plan$0
    Ozone Friendly Services Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Trabuco Canyon, CA?
2 plan(s) reported by 2 sponsor(s) are loaded for Trabuco Canyon, CA.

Related Form 5500 pages