Arroyo Grande, 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, Arroyo Grande, CA has 17 loaded benefit plan(s) reported by 16 plan sponsor(s), with $33,913,534 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 17
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $33,913,534
- Total reported liabilities (EOY)
- $6,533,538
- Total reported net assets (EOY)
- $27,297,389
Contributions & income
- Employer contributions
- $1,624,074
- Participant contributions
- $1,291,190
- Total income / additions
- $9,290,823
Expenses & distributions
- Benefits paid / distributions
- $2,129,728
- Total expenses
- $2,413,916
- Net increase / (decrease)
- $6,876,907
Coverage
- Total reported participants
- 1,252
- Plans with financial statements
- 15
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Arroyo Grande, 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 |
|---|---|---|---|
| Papich Construction Company, Inc. Retirement Savings Plan | Papich Construction Company, Inc. | $8,983,867 | 2023 |
| Greenheart Farms, Inc. 401(K) Profit Sharing Plan | Greenheart Farms, Inc. | $7,304,082 | 2023 |
| Ellison Environmental 401(K) Profit Sharing Plan | Ellison Environmental, Inc. | $5,198,127 | 2023 |
| Kizanis & Liscombe Ea'S Incorporated 401k | Kizanis & Liscombe Ea'S Incorporated | $2,612,631 | 2023 |
| Anderson Burton Construction, Inc. Employee Stock Ownership Plan | Anderson Burton Construction, Inc. | $2,556,014 | 2023 |
| The Anacott Group, Inc. 401(K) Profit Sharing Plan | The Anacott Group, Inc. | $1,790,727 | 2023 |
| Essex Obg Profit Share | Jane S Lee | $1,684,202 | 2023 |
| Suncoast Insurance Services Retirement Plan | Suncoast Insurance Services, Inc. | $1,137,975 | 2023 |
| James & Associates 401(K) Profit Sharing Plan | Carey James & Associates, Inc. | $1,077,243 | 2023 |
| Native Sons Wholesale Nursery, Inc. Profit Sharing Plan | Native Sons Wholesale Nursery, Inc. | $730,400 | 2023 |
| Slo Redev Inc. 401(K) Plan | Slo Redev Inc. | $465,805 | 2023 |
| Coastal Vineyard Services, Inc 401(K) Plan | Coastal Vineyard Services, Inc | $189,733 | 2023 |
| Brough Construction, Inc. Health & Welfare Program | Brough Construction, Inc. | $87,611 | 2023 |
| Nissi Dairy Corporation 401(K) Plan | Nissi Dairy Corporation | $82,607 | 2023 |
| Average Joe Inc. 401(K) Plan | Average Joe Inc. | $12,510 | 2023 |
| Ellison Environmental, Inc. Welfare Benefit Plan | Ellison Environmental, Inc. | not reported in the loaded dataset | 2023 |
| Nsi Services Health And Welfare Plan | Nsi Services | not reported in the loaded dataset | 2023 |
Largest plans in Arroyo Grande → · Arroyo Grande plans by participants → · Arroyo Grande plans with financial data → · Arroyo Grande plans with provider compensation → · $1B+ plans in Arroyo Grande →
Related Form 5500 pages
- All CA Form 5500 filings
- Papich Construction Company, Inc. Retirement Savings Plan (plan 002)
- Papich Construction Company, Inc. — all reported plans
- Greenheart Farms, Inc. 401(K) Profit Sharing Plan (plan 001)
- Greenheart Farms, Inc. — all reported plans
- Ellison Environmental 401(K) Profit Sharing Plan (plan 001)
- Ellison Environmental, Inc. — all reported plans
- Kizanis & Liscombe Ea'S Incorporated 401k (plan 001)
- Kizanis & Liscombe Ea'S Incorporated — all reported plans
- Anderson Burton Construction, Inc. Employee Stock Ownership Plan (plan 002)
- Anderson Burton Construction, Inc. — all reported plans
- The Anacott Group, Inc. 401(K) Profit Sharing Plan (plan 001)
- The Anacott Group, Inc. — all reported plans
- Essex Obg Profit Share (plan 001)
- Jane S Lee — all reported plans
- Suncoast Insurance Services Retirement Plan (plan 001)
- Suncoast Insurance Services, Inc. — all reported plans
- James & Associates 401(K) Profit Sharing Plan (plan 001)
- Carey James & Associates, Inc. — all reported plans
- Native Sons Wholesale Nursery, Inc. Profit Sharing Plan (plan 001)
- Native Sons Wholesale Nursery, Inc. — all reported plans
- Slo Redev Inc. 401(K) Plan (plan 001)
- Slo Redev Inc. — all reported plans
- Coastal Vineyard Services, Inc 401(K) Plan (plan 001)
- Coastal Vineyard Services, Inc — all reported plans
- Brough Construction, Inc. Health & Welfare Program (plan 501)
- Brough Construction, Inc. — all reported plans
- Nissi Dairy Corporation 401(K) Plan (plan 001)
- Nissi Dairy Corporation — all reported plans
- Average Joe Inc. 401(K) Plan (plan 001)
- Average Joe Inc. — all reported plans
- Methodology
- Data sources