Plan5500

Yucca Valley, 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, Yucca Valley, CA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $1,006,503 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Yucca Valley

  • 3 loaded plans hold $1M in reported assets across 3 sponsors.
  • The largest, High Desert Times Inc. Retirement Plan, holds 58% of reported Yucca Valley plan assets.
  • Plans cover 28 participants — about 9 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$1MSummed across loaded plans$1,006,503
Total reported assets$1M$1,006,503
Total reported participants28
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1M total assets
Net assets$1MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$120.5K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$120.5K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Yucca Valley, 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

Yucca Valley market comparison

Largest plan share of assets58%High Desert Times Inc. Retirement Plan
Participants per plan9Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Yucca Valley

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

  1. 1
    High Desert Times Inc. Retirement Plan$585K
    High Desert Times Inc. · 2023
  2. 2
    Yucca Valley Auto Parts, Inc. 401(K) Plan$421.5K
    Yucca Valley Auto Parts, Inc. · 2023
  3. 3
    Linda M Colburn Dvm Acpvc 401(K) Profit Sharing Plan & Trust$0
    Linda M Colburn Dvm Acpvc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Yucca Valley, CA?
3 plan(s) reported by 3 sponsor(s) are loaded for Yucca Valley, CA.

Related Form 5500 pages