Winters, 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, Winters, CA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $29,170,031 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $29,170,031
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $31,880,915
Contributions & income
- Employer contributions
- $692,553
- Participant contributions
- $1,047,556
- Total income / additions
- $5,375,922
Expenses & distributions
- Benefits paid / distributions
- $2,743,480
- Total expenses
- $2,805,948
- Net increase / (decrease)
- $2,569,974
Coverage
- Total reported participants
- 1,170
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Winters, 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 |
|---|---|---|---|
| Mariani Nut Company Inc. 401(K) Profit Sharing Plan | Mariani Nut Company Inc. | $25,459,863 | 2023 |
| Mark M. Glickman Cpa Psp Part Qrp | Mark M. Glickman, Cpa | $3,706,341 | 2023 |
| Ridge Computers Savings & Retirement Plan | Ridge Computers | $3,827 | 2023 |
| Mariani Nut Company Welfare Benefit Plan | Mariani Nut Company | not reported in the loaded dataset | 2023 |
Largest plans in Winters → · Winters plans by participants → · Winters plans with financial data → · Winters plans with provider compensation → · $1B+ plans in Winters →
Related Form 5500 pages
- All CA Form 5500 filings
- Mariani Nut Company Inc. 401(K) Profit Sharing Plan (plan 001)
- Mariani Nut Company Inc. — all reported plans
- Mark M. Glickman Cpa Psp Part Qrp (plan 001)
- Mark M. Glickman, Cpa — all reported plans
- Ridge Computers Savings & Retirement Plan (plan 001)
- Ridge Computers — all reported plans
- Mariani Nut Company Welfare Benefit Plan (plan 502)
- Mariani Nut Company — all reported plans
- Methodology
- Data sources