Atascadero, 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, Atascadero, CA has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $18,965,357 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $18,965,357
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $18,965,357
Contributions & income
- Employer contributions
- $293,950
- Participant contributions
- $484,349
- Total income / additions
- $2,775,386
Expenses & distributions
- Benefits paid / distributions
- $5,019,255
- Total expenses
- $5,040,087
- Net increase / (decrease)
- -$2,264,701
Coverage
- Total reported participants
- 427
- Plans with financial statements
- 7
- Plans with provider compensation
- 0
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Atascadero, 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 |
|---|---|---|---|
| Atascadero Mutual Water Company 401(K) Plan | Atascadero Mutual Water Company | $6,402,134 | 2023 |
| Filipponi & Thompson Drilling, Inc. Profit Sharing Plan | Filipponi & Thompson Drilling, Inc. | $6,120,261 | 2023 |
| Merrill & Associates Real Estate 401(K) Profit Sharing Plan | Merrill & Associates Real Estate | $3,139,530 | 2023 |
| Giacomo A. Licari 401(K) Profit Sharing Plan | Giacomo A. Licari | $1,994,534 | 2023 |
| Alexander'S Contract Services, Inc.401-K Plan | Alexander'S Contract Services, Inc. | $1,078,459 | 2023 |
| Onseigen 401(K) Plan | Onseigen | $230,439 | 2023 |
| Sageland Petroleum, Inc. 401(K) Plan | Sageland Petroleum, Inc. | $0 | 2023 |
| Pacific Imaging Management LLC Health And Welfare Plan | Pacific Imaging Management LLC | not reported in the loaded dataset | 2023 |
| Alexander'S Contract Services, Inc. Group Health Plan | Alexander'S Contract Services, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Atascadero → · Atascadero plans by participants → · Atascadero plans with financial data → · Atascadero plans with provider compensation → · $1B+ plans in Atascadero →
Related Form 5500 pages
- All CA Form 5500 filings
- Atascadero Mutual Water Company 401(K) Plan (plan 001)
- Atascadero Mutual Water Company — all reported plans
- Filipponi & Thompson Drilling, Inc. Profit Sharing Plan (plan 001)
- Filipponi & Thompson Drilling, Inc. — all reported plans
- Merrill & Associates Real Estate 401(K) Profit Sharing Plan (plan 001)
- Merrill & Associates Real Estate — all reported plans
- Giacomo A. Licari 401(K) Profit Sharing Plan (plan 001)
- Giacomo A. Licari — all reported plans
- Alexander'S Contract Services, Inc.401-K Plan (plan 001)
- Alexander'S Contract Services, Inc. — all reported plans
- Onseigen 401(K) Plan (plan 001)
- Onseigen — all reported plans
- Sageland Petroleum, Inc. 401(K) Plan (plan 001)
- Sageland Petroleum, Inc. — all reported plans
- Pacific Imaging Management LLC Health And Welfare Plan (plan 501)
- Pacific Imaging Management LLC — all reported plans
- Alexander'S Contract Services, Inc. Group Health Plan (plan 501)
- Methodology
- Data sources