Plan5500

Valley Village, 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 Village, CA has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $20,481,135 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Valley Village

  • 6 loaded plans hold $20.5M in reported assets across 5 sponsors.
  • The largest, Screen Engine/Asi LLC. 401k Profit Sharing Plan And Trust, holds 55% of reported Valley Village plan assets.
  • Plans cover 557 participants — about 93 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.5MSummed across loaded plans$20,481,135
Total reported assets$20.5M$20,481,135
Total reported participants557
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$20.5M total assets
Net assets$20.5MLiabilities$0
Contributions & income
Employer contributions$913.2K
Participant contributions$1.7M
Total income / additions$5.6M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1M
Net increase / (decrease)$4.5M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation1 / 6 (17%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Valley Village, 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 Village market comparison

Largest plan share of assets55%Screen Engine/Asi LLC. 401k Profit Sharing Plan And Trust
Participants per plan93Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Valley Village

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

  1. 1
    Screen Engine/Asi LLC. 401k Profit Sharing Plan And Trust$11.3M
    Screen Engine/Asi LLC · 2023
  2. 2
    Afm & Sag-Aftra 401(K) Plan$7.8M
    Afm & Sag-Aftra Intellectual Property Rights Distribution Fund · 2023
  3. 3
    Treeium, Inc. 401(K) Plan$724.6K
    Treeium, Inc. · 2023
  4. 4
    Brilliant Consulting Group Defined Benefit Pension Plan$468.9K
    Brilliant Consulting Group · 2023
  5. 5
    Brilliant Consulting Group Profit Sharing Plan$146.3K
    Brilliant Consulting Group · 2023
  6. 6
    Diamond Landscaping, LLC Employee Benefits Plannot reported in the loaded dataset
    Diamond Landscaping LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Valley Village, CA?
6 plan(s) reported by 5 sponsor(s) are loaded for Valley Village, CA.

Related Form 5500 pages