Plan5500

Windsor Hills, 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, Windsor Hills, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $122,005 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 Windsor Hills

  • 1 loaded plans hold $122K in reported assets across 1 sponsors.
  • The largest, Building Lives LLC 401(K) Plan, holds 100% of reported Windsor Hills plan assets.
  • Plans cover 51 participants — about 51 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$122KSummed across loaded plans$122,005
Total reported assets$122K$122,005
Total reported participants51
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$122K total assets
Net assets$122KLiabilities—
Contributions & income
Employer contributions$27.8K
Participant contributions$30.1K
Total income / additions$83K
Expenses & distributions
Benefits paid / distributions$4.1K
Total expenses$4.1K
Net increase / (decrease)$78.9K

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 Windsor Hills, 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

Windsor Hills market comparison

Largest plan share of assets100%Building Lives LLC 401(K) Plan
Participants per plan51Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Windsor Hills

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

  1. 1
    Building Lives LLC 401(K) Plan$122K
    Building Lives LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages