Capitola, 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, Capitola, CA has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $3,313,213 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
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $3,313,213
- Total reported liabilities (EOY)
- $150,319
- Total reported net assets (EOY)
- $3,162,894
Contributions & income
- Employer contributions
- $7,609,496
- Participant contributions
- $0
- Total income / additions
- $7,735,803
Expenses & distributions
- Benefits paid / distributions
- $6,311,095
- Total expenses
- $7,597,270
- Net increase / (decrease)
- $138,533
Coverage
- Total reported participants
- 13,056
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Capitola, 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 |
|---|---|---|---|
| Sherman & Boone Realtors Profit Sharing Plan | Sherman & Boone Realtors | $1,669,244 | 2023 |
| California Association Of Nonprofits Dental And Vi | California Assn. Of Nonprofits | $1,563,998 | 2023 |
| Trinety Net Lease, Inc. 401(K) Plan | Trinety Net Lease, Inc. | $79,971 | 2023 |
| Capitola Gayle'S Inc. Welfare Benefits Plan | Capitola Gayle'S Inc. | not reported in the loaded dataset | 2023 |
| Bay Federal Credit Union Welfare Benefit Plan | Bay Federal Credit Union | not reported in the loaded dataset | 2023 |
Largest plans in Capitola → · Capitola plans by participants → · Capitola plans with financial data → · Capitola plans with provider compensation → · $1B+ plans in Capitola →
Related Form 5500 pages
- All CA Form 5500 filings
- Sherman & Boone Realtors Profit Sharing Plan (plan 002)
- Sherman & Boone Realtors — all reported plans
- California Association Of Nonprofits Dental And Vi (plan 510)
- California Assn. Of Nonprofits — all reported plans
- Trinety Net Lease, Inc. 401(K) Plan (plan 001)
- Trinety Net Lease, Inc. — all reported plans
- Capitola Gayle'S Inc. Welfare Benefits Plan (plan 501)
- Capitola Gayle'S Inc. — all reported plans
- Bay Federal Credit Union Welfare Benefit Plan (plan 501)
- Bay Federal Credit Union — all reported plans
- Methodology
- Data sources