Castaic, 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, Castaic, CA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $90,151,542 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $90,151,542
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $90,151,542
Contributions & income
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $9,676,620
Expenses & distributions
- Benefits paid / distributions
- $3,513,892
- Total expenses
- $3,777,823
- Net increase / (decrease)
- $5,898,797
Coverage
- Total reported participants
- 1,075
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Castaic, 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 |
|---|---|---|---|
| Logix Employment Services, Inc. Retirement Plan | Logix Employment Services, Inc. | $83,444,711 | 2023 |
| Dsvalencia1970, Inc. 401(K) Profit Sharing Plan | Dsvalencia1970, Inc. | $6,002,502 | 2023 |
| Dsvalencia1970, Inc. Cash Balance Account Plan | Dsvalencia1970, Inc. | $704,329 | 2023 |
| Ilead California Charter 1 | Ilead California Charter 1 | not reported in the loaded dataset | 2023 |
Largest plans in Castaic → · Castaic plans by participants → · Castaic plans with financial data → · Castaic plans with provider compensation → · $1B+ plans in Castaic →
Related Form 5500 pages
- All CA Form 5500 filings
- Logix Employment Services, Inc. Retirement Plan (plan 003)
- Logix Employment Services, Inc. — all reported plans
- Dsvalencia1970, Inc. 401(K) Profit Sharing Plan (plan 001)
- Dsvalencia1970, Inc. — all reported plans
- Dsvalencia1970, Inc. Cash Balance Account Plan (plan 002)
- Ilead California Charter 1 (plan 501)
- Ilead California Charter 1 — all reported plans
- Methodology
- Data sources