Westminster, 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, Westminster, CA has 15 loaded benefit plan(s) reported by 13 plan sponsor(s), with $77,041,128 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $77,041,128
- Total reported liabilities (EOY)
- $5,865,491
- Total reported net assets (EOY)
- $71,175,637
Contributions & income
- Employer contributions
- $827,119
- Participant contributions
- $1,248,889
- Total income / additions
- $10,282,539
Expenses & distributions
- Benefits paid / distributions
- $3,938,758
- Total expenses
- $4,136,584
- Net increase / (decrease)
- $6,145,955
Coverage
- Total reported participants
- 1,656
- Plans with financial statements
- 11
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Westminster, 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 |
|---|---|---|---|
| Lbs Financial Credit Union Defined Benefit Pension Plan | Lbs Financial Credit Union | $41,922,323 | 2023 |
| Lbs Financial Credit Union 401(K) Retirement Plan | Lbs Financial Credit Union | $17,531,518 | 2023 |
| Nguoi Viet (Vietnamese People), Inc. Employee Stock Ownership Plan | Nguoi Viet (Vietnamese People), Inc. | $4,708,828 | 2023 |
| Phuc Vinh Nguyen, M.D., Inc. Profit Sharing Plan And Trust | Phuc Vinh Nguyen, M.D., Inc. | $4,355,289 | 2023 |
| Extended Care Hospital Of Westminster 401(K) Profit Sharing Plan | Extended Care Hospital Of Westminster 401(K)Profit Sharing Plan | $3,885,362 | 2023 |
| Loi Luu, M.D., Inc. Profit Sharing Plan | Loi Luu, M.D., Inc. | $1,987,551 | 2023 |
| Sunrise Plumbing And Mechanical, Inc. 401(K) Profit Sharing Plan | Sunrise Plumbing And Mechanical, Inc. | $1,167,881 | 2023 |
| Ppsn Corporation 401(K) Plan | Ppsn Corporation | $537,124 | 2023 |
| Tung Huu Nguyen Md Inc 401(K) Profit Sharing Plan & Trust | Tung Huu Nguyen Md Inc | $530,211 | 2023 |
| Wavehog, Inc. 401(K) Profit Sharing Plan | Wavehog, Inc. | $350,381 | 2023 |
| Inspiration Dezigns 401(K) Profit Sharing Plan & Trust | Inspiration Dezigns | $64,660 | 2023 |
| Serendipity Hearing, Inc. Health And Welfare Plan | Serendipity Hearing, Inc. | not reported in the loaded dataset | 2023 |
| Lexus Of Westminster Health & Welfare Benefits Plan | Rrl Corporation | not reported in the loaded dataset | 2023 |
| Extended Care Hospital Benefit Plan | Riverside Magnolia Corp. And Mark & Fred Ent. | not reported in the loaded dataset | 2023 |
| Lbs Financial Credit Union | Lbs Financial Credit Union | not reported in the loaded dataset | 2023 |
Largest plans in Westminster → · Westminster plans by participants → · Westminster plans with financial data → · Westminster plans with provider compensation → · $1B+ plans in Westminster →
Related Form 5500 pages
- All CA Form 5500 filings
- Lbs Financial Credit Union Defined Benefit Pension Plan (plan 003)
- Lbs Financial Credit Union — all reported plans
- Lbs Financial Credit Union 401(K) Retirement Plan (plan 002)
- Nguoi Viet (Vietnamese People), Inc. Employee Stock Ownership Plan (plan 002)
- Nguoi Viet (Vietnamese People), Inc. — all reported plans
- Phuc Vinh Nguyen, M.D., Inc. Profit Sharing Plan And Trust (plan 001)
- Phuc Vinh Nguyen, M.D., Inc. — all reported plans
- Extended Care Hospital Of Westminster 401(K) Profit Sharing Plan (plan 001)
- Extended Care Hospital Of Westminster 401(K)Profit Sharing Plan — all reported plans
- Loi Luu, M.D., Inc. Profit Sharing Plan (plan 003)
- Loi Luu, M.D., Inc. — all reported plans
- Sunrise Plumbing And Mechanical, Inc. 401(K) Profit Sharing Plan (plan 001)
- Sunrise Plumbing And Mechanical, Inc. — all reported plans
- Ppsn Corporation 401(K) Plan (plan 001)
- Ppsn Corporation — all reported plans
- Tung Huu Nguyen Md Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Tung Huu Nguyen Md Inc — all reported plans
- Wavehog, Inc. 401(K) Profit Sharing Plan (plan 001)
- Wavehog, Inc. — all reported plans
- Inspiration Dezigns 401(K) Profit Sharing Plan & Trust (plan 001)
- Inspiration Dezigns — all reported plans
- Serendipity Hearing, Inc. Health And Welfare Plan (plan 501)
- Serendipity Hearing, Inc. — all reported plans
- Lexus Of Westminster Health & Welfare Benefits Plan (plan 501)
- Rrl Corporation — all reported plans
- Extended Care Hospital Benefit Plan (plan 501)
- Riverside Magnolia Corp. And Mark & Fred Ent. — all reported plans
- Lbs Financial Credit Union (plan 502)
- Methodology
- Data sources