How many Form 5500 benefit plans are loaded for Garibaldi, OR?

1 plan(s) reported by 1 sponsor(s) are loaded for Garibaldi, OR.

Garibaldi, OR 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, Garibaldi, OR has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $592,285 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 Garibaldi

1 loaded plans hold $592.3K in reported assets across 1 sponsors.
The largest, The Advanced Excavation, Inc. Retirement Plan, holds 100% of reported Garibaldi plan assets.
Plans cover 6 participants — about 6 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$592.3KSummed across loaded plans$592,285

Total reported assets$592.3K$592,285

Total reported participants6

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$592.3K total assets

Net assets$592.3KLiabilities—

Contributions & income

Employer contributions$23.7K

Participant contributions$82K

Total income / additions$189.4K

Expenses & distributions

Benefits paid / distributions$19.7K

Total expenses$19.7K

Net increase / (decrease)$169.7K

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 Garibaldi, OR 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

Garibaldi market comparison

Largest plan share of assets100%The Advanced Excavation, Inc. Retirement Plan

Participants per plan6Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Garibaldi

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

1
The Advanced Excavation, Inc. Retirement Plan$592.3K
Advanced Excavation, Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Garibaldi, OR?: 1 plan(s) reported by 1 sponsor(s) are loaded for Garibaldi, OR.