Plan5500

Vina, 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, Vina, CA has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $5,513,303 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
1
Latest filing year
2023

What stands out in Vina

  • 3 loaded plans hold $5.5M in reported assets across 1 sponsors.
  • The largest, Andersen & Sons Shelling 401(K) Plan, holds 100% of reported Vina plan assets.
  • Plans cover 586 participants — about 195 per plan.
  • 33% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.5MSummed across loaded plans$5,510,042
Total reported assets$5.5M$5,513,303
Total reported participants586
Total reported liabilities$3.3K$3,261

Reported net position

Reported assets = net assets + liabilities (summed)$5.5M total assets
Net assets$5.5MLiabilities$3.3K
Contributions & income
Employer contributions$320.4K
Participant contributions$519.3K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$88.7K
Total expenses$92.4K
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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

Vina market comparison

Largest plan share of assets100%Andersen & Sons Shelling 401(K) Plan
Participants per plan195Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Vina

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

  1. 1
    Andersen & Sons Shelling 401(K) Plan$5.5M
    Andersen & Sons Shelling · 2023
  2. 2
    Andersen & Sons Shelling, Inc Health And Welfare Plannot reported in the loaded dataset
    Andersen & Sons Shelling, Inc · 2023
  3. 3
    Andersen & Sons Shelling, Inc Health And Welfare Plannot reported in the loaded dataset
    Andersen & Sons Shelling, Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages