Aptos, 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, Aptos, CA has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $18,541,965 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $18,541,965
- Total reported liabilities (EOY)
- $858
- Total reported net assets (EOY)
- $18,541,107
Contributions & income
- Employer contributions
- $566,935
- Participant contributions
- $965,932
- Total income / additions
- $4,839,915
Expenses & distributions
- Benefits paid / distributions
- $1,137,702
- Total expenses
- $1,210,271
- Net increase / (decrease)
- $3,629,644
Coverage
- Total reported participants
- 950
- Plans with financial statements
- 6
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Aptos, 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 |
|---|---|---|---|
| Tradin Organics Usa LLC 401(K) Plan | Tradin Organics Usa LLC | $6,971,940 | 2023 |
| Kinnetic Environmental, Inc. 401(K) Profit Sharing Plan | Kinnetic Environmental, Inc. | $6,820,378 | 2023 |
| Holcomb Corporation 401(K) Plan | The Holcomb Corporation | $2,546,311 | 2023 |
| First Alarm Employee Stock Ownership Plan And Trust | First Alarm | $1,891,316 | 2023 |
| Plumas 401(K) Plan | Plumas Cleaning Services, Inc. | $293,130 | 2023 |
| Contare Inc. 401(K) Plan | Contare Inc. | $18,890 | 2023 |
| Imagine Supported Living Services Health And Welfare Plan | Imagine Supported Living Services | not reported in the loaded dataset | 2023 |
| First Alarm Health And Welfare Plan | First Alarm | not reported in the loaded dataset | 2023 |
Largest plans in Aptos → · Aptos plans by participants → · Aptos plans with financial data → · Aptos plans with provider compensation → · $1B+ plans in Aptos →
Related Form 5500 pages
- All CA Form 5500 filings
- Tradin Organics Usa LLC 401(K) Plan (plan 001)
- Tradin Organics Usa LLC — all reported plans
- Kinnetic Environmental, Inc. 401(K) Profit Sharing Plan (plan 002)
- Kinnetic Environmental, Inc. — all reported plans
- Holcomb Corporation 401(K) Plan (plan 004)
- The Holcomb Corporation — all reported plans
- First Alarm Employee Stock Ownership Plan And Trust (plan 002)
- First Alarm — all reported plans
- Plumas 401(K) Plan (plan 001)
- Plumas Cleaning Services, Inc. — all reported plans
- Contare Inc. 401(K) Plan (plan 001)
- Contare Inc. — all reported plans
- Imagine Supported Living Services Health And Welfare Plan (plan 501)
- Imagine Supported Living Services — all reported plans
- First Alarm Health And Welfare Plan (plan 501)
- Methodology
- Data sources