How many benefit plans does Terra Vista Management, Inc. report on Form 5500?

Terra Vista Management, Inc. (EIN 95-4489844) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Terra Vista Management, Inc.?

The Employer Identification Number (EIN) reported for Terra Vista Management, Inc. is 95-4489844.

What is the latest Form 5500 filing year for Terra Vista Management, Inc.?

The latest loaded Form 5500 filing year for Terra Vista Management, Inc. is 2023.

Terra Vista Management, 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, Terra Vista Management, Inc. (EIN 95-4489844) is a plan sponsor located in Del Mar, 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: 95-4489844
Location: Del Mar, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $9,238,361
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $9,238,361

Contributions & income

Employer contributions: $243,636
Participant contributions: $525,473
Total income / additions: $2,330,947

Expenses & distributions

Benefits paid / distributions: $1,704,890
Total expenses: $1,716,054
Net increase / (decrease): $614,893

Coverage

Total reported participants: 385
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Terra Vista Management, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Terra Vista Management, Inc. 401(K) Profit Sharing Plan	001	214	$9,238,361	2023
Terra Vista Management Inc. Group Insurance	501	171	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Terra Vista Management, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Terra Vista Management, Inc. 401(K) Profit Sharing Plan	214	H, C	20240909112924NAL0005419457001
2023	Terra Vista Management Inc. Group Insurance	171	—	20241125161149NAL0003083635001