Bell Gardens, 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, Bell Gardens, CA has 8 loaded benefit plan(s) reported by 6 plan sponsor(s), with $80,497,197 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
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $80,497,197
- Total reported liabilities (EOY)
- $27,164
- Total reported net assets (EOY)
- $80,470,033
Contributions & income
- Employer contributions
- $2,263,605
- Participant contributions
- $7,680,639
- Total income / additions
- $20,647,497
Expenses & distributions
- Benefits paid / distributions
- $5,777,626
- Total expenses
- $6,050,749
- Net increase / (decrease)
- $14,596,748
Coverage
- Total reported participants
- 3,041
- Plans with financial statements
- 4
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bell Gardens, 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 |
|---|---|---|---|
| The Fortiss Group 401k Plan | Fortiss, LLC | $38,194,084 | 2023 |
| Employees' 401(K) Plan Of Parkhouse Tire Service, Inc. | Parkhouse Tire Services, Inc. | $21,302,163 | 2023 |
| Safe-Harbor 401(K) Ps Plan For Ees Of Hsa | Human Services Association | $14,646,415 | 2023 |
| Carnevale & Lohr, Inc.-Plan B 401(K) Profit Sharing Plan | Carnevale & Lohr, Inc. | $6,354,535 | 2023 |
| Human Services Association Wrap Benefit Plan | Human Services Association | not reported in the loaded dataset | 2023 |
| Parkhouse Tire, Inc Welfare Benefits Plan | Parkhouse Tire, Inc. | not reported in the loaded dataset | 2023 |
| Metal Surfaces Employee Employee Benefit Plan | Metal Surfaces, Inc. | not reported in the loaded dataset | 2023 |
| First Class Vending, Inc. Welfare Benefits Plan | First Class Vending, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Bell Gardens → · Bell Gardens plans by participants → · Bell Gardens plans with financial data → · Bell Gardens plans with provider compensation → · $1B+ plans in Bell Gardens →
Related Form 5500 pages
- All CA Form 5500 filings
- The Fortiss Group 401k Plan (plan 001)
- Fortiss, LLC — all reported plans
- Employees' 401(K) Plan Of Parkhouse Tire Service, Inc. (plan 001)
- Parkhouse Tire Services, Inc. — all reported plans
- Safe-Harbor 401(K) Ps Plan For Ees Of Hsa (plan 001)
- Human Services Association — all reported plans
- Carnevale & Lohr, Inc.-Plan B 401(K) Profit Sharing Plan (plan 004)
- Carnevale & Lohr, Inc. — all reported plans
- Human Services Association Wrap Benefit Plan (plan 501)
- Parkhouse Tire, Inc Welfare Benefits Plan (plan 502)
- Metal Surfaces Employee Employee Benefit Plan (plan 501)
- Metal Surfaces, Inc. — all reported plans
- First Class Vending, Inc. Welfare Benefits Plan (plan 502)
- First Class Vending, Inc. — all reported plans
- Methodology
- Data sources