Auburn, 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, Auburn, CA has 29 loaded benefit plan(s) reported by 25 plan sponsor(s), with $125,058,981 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
29
Plan sponsors
25
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$125,058,981
Total reported liabilities (EOY)
$163,753
Total reported net assets (EOY)
$124,895,228

Contributions & income

Employer contributions
$3,175,436
Participant contributions
$8,921,458
Total income / additions
$52,492,929

Expenses & distributions

Benefits paid / distributions
$20,829,445
Total expenses
$21,488,502
Net increase / (decrease)
$31,004,427

Coverage

Total reported participants
5,679
Plans with financial statements
23
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Auburn, 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 Auburn, CA
PlanSponsorReported assets (EOY)Year
Jd2 Incorporated Employee Stock Ownership PlanJd2, Inc.$49,532,6592023
Chapa-De Indian Health Program, Inc. Tsa RetiremenChapa-De Indian Health Program, Inc.$21,177,3382023
Vian Enterprises Inc 401(K) Profit Sharing Plan & TrustVian Enterprises Inc$15,297,7312023
Nitrogen Wealth, Inc. 401(K) PlanNitrogen Wealth, Inc.$11,015,0502023
Placer Community Action Council, Inc. 403b PlanPlacer Community Action Council, Inc.$5,720,7302023
Pacific Parks Landscaping 401k And Profit Sharing PlanPacific Parks Landscaping Inc$4,885,0032023
Robert A. Baptiste Profit Sharing PlanRobert A. Baptiste$4,121,2702023
Awi Management Corporation 401(K) PlanAwi Management Corporation$3,416,4582023
King Engineering Inc 401k Profit Sharing PlanKing Engineering Inc$2,544,2532023
Blackburn Consulting Employee Stock Ownership PlanBlackburn Consulting$2,373,7312023
Another Materials Handling Company, Inc. Employees Profit Sharing PlanAnother Materials Handling Company, Inc.$1,610,3232023
Robert E Gilpin Cpa Inc 401k Profit Sharing PlanRobert E Gilpin Cpa Inc$1,232,9662023
Haldeman Homes Inc. Profit Sharing PlanHaldeman Homes Inc.$781,1842023
Placer Foreclosure Inc 401k Profit Sharing PlanPlacer Foreclosure Inc$535,1262023
Sv Adventures, Inc. 401(K) PlanSv Adventures, Inc.$239,6642023
United Synergy Corp Dba Usc Supply 401(K) Profit Sharing PlanUnited Synergy Corporation$208,9872023
Grow Design And Development, Inc. 401(K) PlanGrow Design And Development, Inc$147,8192023
Cyber Smart Digital Corp. 401k PlanCyber Smart Digital Corp.$145,6872023
Dokimos Inc. Profit Sharing 401k Plan And TrustDokimos Inc.$45,5292023
Pls RestaurantsPls Restaurants$27,4732023
Mother Lode Holding Company Savings PlanMother Lode Holding Company, Inc.$02023
Pb&J Dental Management LLC Retirement PlanPb&J Dental Management LLC$02023
Warranty Company, Inc. Profit Sharing PlanWarranty Company, Inc.$02023
Awi Management Corporation Health And Welfare PlanAwi Management Corporationnot reported in the loaded dataset2023
Nitrogen Wealth, Inc. Health And Welfare PlanNitrogen Wealth, Inc.not reported in the loaded dataset2023

Related Form 5500 pages