Plan5500

Valley Springs, 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, Valley Springs, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $44,181 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 Valley Springs

  • 1 loaded plans hold $44.2K in reported assets across 1 sponsors.
  • The largest, Enterprise Ventures Inc. 401(K) Plan, holds 100% of reported Valley Springs plan assets.
  • Plans cover 1 participants — about 1 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$44.2KSummed across loaded plans$44,181
Total reported assets$44.2K$44,181
Total reported participants1
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$44.2K total assets
Net assets$44.2KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$25K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)-$25K

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 Valley Springs, 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

Valley Springs market comparison

Largest plan share of assets100%Enterprise Ventures Inc. 401(K) Plan
Participants per plan1Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Valley Springs

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

  1. 1
    Enterprise Ventures Inc. 401(K) Plan$44.2K
    Enterprise Ventures Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages