Vista, 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, Vista, CA has 71 loaded benefit plan(s) reported by 53 plan sponsor(s), with $224,717,540 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 71
- Plan sponsors
- 53
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $224,717,540
- Total reported liabilities (EOY)
- $79,596
- Total reported net assets (EOY)
- $224,637,944
Contributions & income
- Employer contributions
- $9,453,098
- Participant contributions
- $16,790,267
- Total income / additions
- $61,632,757
Expenses & distributions
- Benefits paid / distributions
- $20,886,579
- Total expenses
- $21,885,338
- Net increase / (decrease)
- $39,747,419
Coverage
- Total reported participants
- 22,563
- Plans with financial statements
- 46
- Plans with provider compensation
- 20
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Vista, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Vista Community Clinic Tax Deferred Annuity Plan | Vista Community Clinic | $34,783,451 | 2023 |
| All One God Faith, Inc. Profit Sharing Plan | All One God Faith, Inc. | $30,061,120 | 2023 |
| Swarco Mccain, Inc. 401(K) Profit Sharing Plan | Swarco Mccain, Inc. | $15,930,123 | 2023 |
| Altman Specialty Plants LLC 401k Retirement Plan | Altman Specialty Plants LLC | $14,675,223 | 2023 |
| Newrocket LLC 401(K) Savings & Investment Plan | Newrocket LLC | $14,337,604 | 2023 |
| Datron World Communications, Inc. 401(K) Plan | Datron World Communications, Inc. | $14,133,054 | 2023 |
| Exagen Inc. 401(K) Plan | Exagen Inc. | $13,483,879 | 2023 |
| Western Concrete Pumping, Inc. 401(K) Savings Plan | Western Concrete Pumping, Inc. | $9,469,425 | 2023 |
| Employee 401(K) Savings Plan | Western Cnc, Inc. | $7,361,262 | 2023 |
| Community Interface Services Retirement Plan | Community Interface Services | $7,007,730 | 2023 |
| Dos Gringos 401(K) Plan | Gringo Ventures, LLC Dba Dos Gringos | $5,629,842 | 2023 |
| Frazier Farms 401(K) Plan | Call Grocery, Inc. (Dba) Frazier Farms | $5,497,971 | 2023 |
| Green Leaf Payroll & Business Solutions, Inc. Multiple Employer Plan No. 2 | Green Leaf Payroll & Business Solutions, Inc. | $5,137,945 | 2023 |
| Aztec Global Solutions Inc 401(K) Profit Sharing Plan & Trust | Aztec Global Solutions Inc | $4,838,081 | 2023 |
| Scott A. Paul, D.D.S., A.P.C. Cross-Tested 401(K) Profit Sharing Plan | Scott A. Paul, D.D.S., A.P.C. | $4,829,299 | 2023 |
| Certified Folder Display Service, Inc. 401(K) Profit Sharing Plan | Certified Folder Display Service | $4,818,337 | 2023 |
| Industrial Commercial Systems 401(K) Profit Sharing Plan & Trust | Industrial Commercial Systems, | $4,720,135 | 2023 |
| Hanna Plumbing & Supply Co Profit Sharing Plan | Hanna Plumbing & Supply Co | $3,687,088 | 2023 |
| 403(B) Thrift Plan For Employees Of North County Lifeline | North County Lifeline | $3,512,928 | 2023 |
| The Plug Connection Retirement Savings Plan | Plug Connection, LLC | $2,978,793 | 2023 |
| Nuface 401(K) Savings Plan | Nuface | $2,796,940 | 2023 |
| Nissho Of California, Inc. 401(K) Plan | Nissho Of California, Inc. | $2,390,933 | 2023 |
| Kurmac, Inc. Employee Stock Ownership Plan And Trust | Kurmac, Inc. | $2,043,529 | 2023 |
| Dig Corporation 401(K) Profit Sharing Plan | Dig Corp | $1,842,591 | 2023 |
| Profit Sharing Plan Fbo Irving A. Bloom, M.D. | Irving A. Bloom, M.D. | $1,446,965 | 2023 |
Largest plans in Vista → · Vista plans by participants → · Vista plans with financial data → · Vista plans with provider compensation → · $1B+ plans in Vista →
Related Form 5500 pages
- All CA Form 5500 filings
- Vista Community Clinic Tax Deferred Annuity Plan (plan 001)
- Vista Community Clinic — all reported plans
- All One God Faith, Inc. Profit Sharing Plan (plan 001)
- All One God Faith, Inc. — all reported plans
- Swarco Mccain, Inc. 401(K) Profit Sharing Plan (plan 001)
- Swarco Mccain, Inc. — all reported plans
- Altman Specialty Plants LLC 401k Retirement Plan (plan 001)
- Altman Specialty Plants LLC — all reported plans
- Newrocket LLC 401(K) Savings & Investment Plan (plan 001)
- Newrocket LLC — all reported plans
- Datron World Communications, Inc. 401(K) Plan (plan 001)
- Datron World Communications, Inc. — all reported plans
- Exagen Inc. 401(K) Plan (plan 002)
- Exagen Inc. — all reported plans
- Western Concrete Pumping, Inc. 401(K) Savings Plan (plan 001)
- Western Concrete Pumping, Inc. — all reported plans
- Employee 401(K) Savings Plan (plan 001)
- Western Cnc, Inc. — all reported plans
- Community Interface Services Retirement Plan (plan 001)
- Community Interface Services — all reported plans
- Dos Gringos 401(K) Plan (plan 001)
- Gringo Ventures, LLC Dba Dos Gringos — all reported plans
- Frazier Farms 401(K) Plan (plan 001)
- Call Grocery, Inc. (Dba) Frazier Farms — all reported plans
- Green Leaf Payroll & Business Solutions, Inc. Multiple Employer Plan No. 2 (plan 002)
- Green Leaf Payroll & Business Solutions, Inc. — all reported plans
- Aztec Global Solutions Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Aztec Global Solutions Inc — all reported plans
- Scott A. Paul, D.D.S., A.P.C. Cross-Tested 401(K) Profit Sharing Plan (plan 001)
- Scott A. Paul, D.D.S., A.P.C. — all reported plans
- Methodology
- Data sources