Bonita, 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, Bonita, CA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $54,545,459 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$54,545,459
Total reported liabilities (EOY)
$58
Total reported net assets (EOY)
$54,545,401

Contributions & income

Employer contributions
$4,696,076
Participant contributions
$613,182
Total income / additions
$12,473,607

Expenses & distributions

Benefits paid / distributions
$1,486,038
Total expenses
$1,554,767
Net increase / (decrease)
$10,918,840

Coverage

Total reported participants
677
Plans with financial statements
4
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bonita, 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 Bonita, CA
PlanSponsorReported assets (EOY)Year
Child Development Associates, Inc. 401(K) Profit Sharing PlanChild Development Associates, Inc.$40,834,2272023
Mascot Realty, Inc., Profit Sharing PlanMascot Realty, Inc.$12,832,8952023
Jahja Ling Profit Sharing Keogh PlanJahja Ling, Inc.$878,3372023
St. Augustine Properties, Inc. 401(K) PlanSt. Augustine Properties, Inc.$02023
Child Development Associates, Inc. Welfare Benefits PlanChild Development Associates, Inc.not reported in the loaded dataset2023

Related Form 5500 pages