Alpine, 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, Alpine, CA has 11 loaded benefit plan(s) reported by 9 plan sponsor(s), with $62,290,333 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
9
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$62,290,333
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$62,290,333

Contributions & income

Employer contributions
$1,122,519
Participant contributions
$5,022,392
Total income / additions
$13,211,305

Expenses & distributions

Benefits paid / distributions
$8,267,601
Total expenses
$8,583,114
Net increase / (decrease)
$4,628,191

Coverage

Total reported participants
4,795
Plans with financial statements
8
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Alpine, 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

Largest loaded plans in Alpine, CA
PlanSponsorReported assets (EOY)Year
Viejas Retirement ProgramThe Viejas Band Of Kumeyaay Indians$52,446,3072023
Robert H. Rodriguez, Inc. Profit Sharing PlanRobert H. Rodriguez, Inc.$3,925,6932023
Jauna Corporation (Dba) Jondel Construction Cross-Tested 401(K) Profit Sharing PlanJauna Corporation (Dba) Jondel Construction$2,023,7522023
Lutapaj Inc 401(K) PlanLutapaj Inc$1,387,7292023
Delgado Ml Corporation 401k Profit Sharing PlanDelgado Ml Corporation$1,336,0192023
Shariden Design Asphalt, Inc. Defined Benefit Pension PlanShariden Design Asphalt, Inc.$1,079,8512023
Chris And Rosa Inc. 401k Profit Sharing PlanChris And Rosa Inc.$90,9822023
Alpine Special Treatment Center 401(K) PlanAlpine Special Treatment Center$02023
Viejas Enterprises Health & Salary Reduction PlanViejas Band Of Kumeyaay Indiansnot reported in the loaded dataset2023
Viejas Enterprises Cafeteria PlanViejas Band Of Kumeyaay Indiansnot reported in the loaded dataset2023
Southern Indian Health Council Health And Welfare PlanSouthern Indian Health Councilnot reported in the loaded dataset2023

Related Form 5500 pages