Alamo, 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, Alamo, CA has 10 loaded benefit plan(s) reported by 9 plan sponsor(s), with $24,280,791 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $24,280,791
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $24,280,791
Contributions & income
- Employer contributions
- $1,126,535
- Participant contributions
- $1,568,453
- Total income / additions
- $7,088,796
Expenses & distributions
- Benefits paid / distributions
- $3,460,108
- Total expenses
- $3,653,602
- Net increase / (decrease)
- $3,435,194
Coverage
- Total reported participants
- 750
- Plans with financial statements
- 8
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Alamo, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Discovery Builders, Inc. 401 K Plan | Discovery Builders, Inc. | $11,179,585 | 2023 |
| Round Hill Country Club 401(K) Plan | Round Hill Country Club | $7,374,447 | 2023 |
| Suite Synergy, Inc. 401(K) Profit Sharing Plan | Suite Synergy, Inc. | $1,940,623 | 2023 |
| I4color Inc 401(K) Profit Sharing Plan & Trust | I4color Inc | $1,882,119 | 2023 |
| Gordon N. Ball, Inc. Employee Stock Ownership Plan | Gordon N. Ball, Inc. | $1,838,872 | 2023 |
| Sanderson Distribution Inc. 401(K) Plan | Sanderson Distribution Inc. | $63,290 | 2023 |
| Lendus, LLC Puerto Rico 401(K) Plan | Lendus, LLC | $1,855 | 2023 |
| Windsor Anaesthesia Medical Group, Inc. Money Purchase Pension Plan | Windsor Anaesthesia Medical Group, Inc. | $0 | 2023 |
| Discovery Builders Health & Welfare Benefits Plan | Discovery Builders, Inc | not reported in the loaded dataset | 2023 |
| Beta Healthcare Group Welfare Benefit Plan | Beta Healthcare Group | not reported in the loaded dataset | 2023 |
Largest plans in Alamo → · Alamo plans by participants → · Alamo plans with financial data → · Alamo plans with provider compensation → · $1B+ plans in Alamo →
Related Form 5500 pages
- All CA Form 5500 filings
- Discovery Builders, Inc. 401 K Plan (plan 002)
- Discovery Builders, Inc. — all reported plans
- Round Hill Country Club 401(K) Plan (plan 002)
- Round Hill Country Club — all reported plans
- Suite Synergy, Inc. 401(K) Profit Sharing Plan (plan 001)
- Suite Synergy, Inc. — all reported plans
- I4color Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- I4color Inc — all reported plans
- Gordon N. Ball, Inc. Employee Stock Ownership Plan (plan 003)
- Gordon N. Ball, Inc. — all reported plans
- Sanderson Distribution Inc. 401(K) Plan (plan 001)
- Sanderson Distribution Inc. — all reported plans
- Lendus, LLC Puerto Rico 401(K) Plan (plan 002)
- Lendus, LLC — all reported plans
- Windsor Anaesthesia Medical Group, Inc. Money Purchase Pension Plan (plan 001)
- Windsor Anaesthesia Medical Group, Inc. — all reported plans
- Discovery Builders Health & Welfare Benefits Plan (plan 501)
- Beta Healthcare Group Welfare Benefit Plan (plan 502)
- Beta Healthcare Group — all reported plans
- Methodology
- Data sources