Plan5500

G.F. Garcia And Sons, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, G.F. Garcia And Sons, Inc. (EIN 77-0444345) is a plan sponsor located in Cayucos, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
77-0444345
Location
Cayucos, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for G.F. Garcia And Sons, Inc.

  • 2 loaded plans hold $24K in reported assets.
  • The largest, Neubridg, Inc. Integrated Health Reimbursement Arrangement Plan, holds 79% of this company's reported plan assets.
  • Plans cover 16 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24KSummed across loaded plans$24,008
Total reported assets$24K$24,008
Total reported participants16
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$24K total assets
Net assets$24KLiabilities—
Contributions & income
Employer contributions$23.9K
Participant contributionsNot reported
Total income / additions$23.9K
Expenses & distributions
Benefits paid / distributions$22.2K
Total expenses$23.9K
Net increase / (decrease)-$5

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets79%Neubridg, Inc. Integrated Health Reimbursement Arrangement Plan
Participants per plan8Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Neubridg, Inc. Integrated Health Reimbursement Arrangement Plan$19K
    Plan #516 · 8 participants · 2023
  2. 2
    Neubridg, Inc. Integrated Health Reimbursement Arrangement Plan$5.1K
    Plan #517 · 8 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for G.F. Garcia And Sons, Inc.. Open one for its full reported snapshot.

  1. 2023
    Neubridg, Inc. Integrated Health Reimbursement Arrangement Plan8 participants · 2Sch I
    View filing →
  2. 2023
    Neubridg, Inc. Integrated Health Reimbursement Arrangement Plan8 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does G.F. Garcia And Sons, Inc. report on Form 5500?
G.F. Garcia And Sons, Inc. (EIN 77-0444345) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for G.F. Garcia And Sons, Inc.?
The Employer Identification Number (EIN) reported for G.F. Garcia And Sons, Inc. is 77-0444345.
What is the latest Form 5500 filing year for G.F. Garcia And Sons, Inc.?
The latest loaded Form 5500 filing year for G.F. Garcia And Sons, Inc. is 2023.

Related Form 5500 pages