Nogales, AZ 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, Nogales, AZ has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $29,220,963 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $29,220,963
- Total reported liabilities (EOY)
- $26,703
- Total reported net assets (EOY)
- $29,194,260
Contributions & income
- Employer contributions
- $935,241
- Participant contributions
- $1,458,196
- Total income / additions
- $7,103,094
Expenses & distributions
- Benefits paid / distributions
- $2,547,174
- Total expenses
- $2,735,650
- Net increase / (decrease)
- $4,367,444
Coverage
- Total reported participants
- 1,002
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Nogales, AZ 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 |
|---|---|---|---|
| Mariposa Community Health Center, Inc. 401(K) Profit Sharing Plan And Trust | Mariposa Community Health Center, Inc. | $20,398,926 | 2023 |
| Citizen Auto Stage Company And Affiliates Profit Sharing Plan | Citizen Auto Stage Company | $5,613,849 | 2023 |
| Jeong & Lizardi, P.C. 401(K) Plan | Jeong & Lizardi, P.C. | $2,215,000 | 2023 |
| Citizen Auto Stage Company Employee Stock Ownership Plan And Trust | Citizen Auto Stage Company | $993,188 | 2023 |
| Mariposa Community Health Center, Inc. Employee Health And Welfare Benefit Plan | Mariposa Community Health Center Inc | not reported in the loaded dataset | 2023 |
Largest plans in Nogales → · Nogales plans by participants → · Nogales plans with financial data → · Nogales plans with provider compensation → · $1B+ plans in Nogales →
Related Form 5500 pages
- All AZ Form 5500 filings
- Mariposa Community Health Center, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Mariposa Community Health Center, Inc. — all reported plans
- Citizen Auto Stage Company And Affiliates Profit Sharing Plan (plan 001)
- Citizen Auto Stage Company — all reported plans
- Jeong & Lizardi, P.C. 401(K) Plan (plan 001)
- Jeong & Lizardi, P.C. — all reported plans
- Citizen Auto Stage Company Employee Stock Ownership Plan And Trust (plan 002)
- Mariposa Community Health Center, Inc. Employee Health And Welfare Benefit Plan (plan 501)
- Methodology
- Data sources