Plan5500

Walnut Grove, 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, Walnut Grove, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $971,883 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 Walnut Grove

  • 1 loaded plans hold $971.9K in reported assets across 1 sponsors.
  • The largest, John Noe Dds 401k Profit Sharing Plan, holds 100% of reported Walnut Grove plan assets.
  • Plans cover 7 participants — about 7 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$971.9KSummed across loaded plans$971,883
Total reported assets$971.9K$971,883
Total reported participants7
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$971.9K total assets
Net assets$971.9KLiabilities$0
Contributions & income
Employer contributions$6K
Participant contributions$20.6K
Total income / additions$85.2K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$422
Net increase / (decrease)$84.8K

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 Walnut Grove, 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

Walnut Grove market comparison

Largest plan share of assets100%John Noe Dds 401k Profit Sharing Plan
Participants per plan7Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Walnut Grove

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

  1. 1
    John Noe Dds 401k Profit Sharing Plan$971.9K
    John Noe Dds · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages