Carmel, 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, Carmel, CA has 10 loaded benefit plan(s) reported by 8 plan sponsor(s), with $33,645,670 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $33,645,670
- Total reported liabilities (EOY)
- $1,632
- Total reported net assets (EOY)
- $33,769,116
Contributions & income
- Employer contributions
- $530,095
- Participant contributions
- $1,431,485
- Total income / additions
- $6,618,150
Expenses & distributions
- Benefits paid / distributions
- $2,614,151
- Total expenses
- $2,811,237
- Net increase / (decrease)
- $3,806,913
Coverage
- Total reported participants
- 976
- Plans with financial statements
- 8
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Carmel, 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 |
|---|---|---|---|
| Michael L. Canning 401(K) Plan | Canning Properties, Inc. | $10,366,192 | 2023 |
| The Santa Lucia Preserve Co. 401(K) Plan | The Santa Lucia Preserve Co. | $7,833,338 | 2023 |
| Carmel Valley Manor 403(B)(7) Plan | Carmel Valley Manor | $7,497,947 | 2023 |
| Horan Lloyd 401(K) Plan | Horan Lloyd A Professional Corporation | $6,544,190 | 2023 |
| Folktale Group 401(K) Plan | Folktale Group LLC | $763,632 | 2023 |
| Cvac, Inc. 401(K) Profit Sharing Plan & Trust | Cvac, Inc. | $518,742 | 2023 |
| Sudol Ventures Inc. Retirement Plan | Sudol Ventures Inc. | $99,134 | 2023 |
| Family Inhome Caregiving, Inc. Profit Sharing Plan | Family Inhome Caregiving, Inc. | $22,495 | 2023 |
| The Santa Lucia Preserve Company Welfare Plan | The Santa Lucia Preserve Company | not reported in the loaded dataset | 2023 |
| Carmel Valley Manor Welfare Benefit Plan | Carmel Valley Manor | not reported in the loaded dataset | 2023 |
Largest plans in Carmel → · Carmel plans by participants → · Carmel plans with financial data → · Carmel plans with provider compensation → · $1B+ plans in Carmel →
Related Form 5500 pages
- All CA Form 5500 filings
- Michael L. Canning 401(K) Plan (plan 003)
- Canning Properties, Inc. — all reported plans
- The Santa Lucia Preserve Co. 401(K) Plan (plan 001)
- The Santa Lucia Preserve Co. — all reported plans
- Carmel Valley Manor 403(B)(7) Plan (plan 001)
- Carmel Valley Manor — all reported plans
- Horan Lloyd 401(K) Plan (plan 001)
- Horan Lloyd A Professional Corporation — all reported plans
- Folktale Group 401(K) Plan (plan 001)
- Folktale Group LLC — all reported plans
- Cvac, Inc. 401(K) Profit Sharing Plan & Trust (plan 001)
- Cvac, Inc. — all reported plans
- Sudol Ventures Inc. Retirement Plan (plan 001)
- Sudol Ventures Inc. — all reported plans
- Family Inhome Caregiving, Inc. Profit Sharing Plan (plan 001)
- Family Inhome Caregiving, Inc. — all reported plans
- The Santa Lucia Preserve Company Welfare Plan (plan 501)
- Carmel Valley Manor Welfare Benefit Plan (plan 501)
- Methodology
- Data sources