Castro Valley, 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, Castro Valley, CA has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $20,071,016 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
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$20,071,016
Total reported liabilities (EOY)
$23,674
Total reported net assets (EOY)
$20,047,342

Contributions & income

Employer contributions
$307,877
Participant contributions
$712,813
Total income / additions
$5,114,810

Expenses & distributions

Benefits paid / distributions
$1,783,986
Total expenses
$2,129,346
Net increase / (decrease)
$2,985,464

Coverage

Total reported participants
622
Plans with financial statements
7
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Castro Valley, 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 Castro Valley, CA
PlanSponsorReported assets (EOY)Year
Baywood Court Employee Savings PlanBaywood Court$8,103,8192023
Bay Area Rehabilitation Medical Group Profit Sharing Plan/TrustDavid C. Bradshaw, M.D., A Prof. Corp.$6,784,1172023
Martin Friedrich, Cpa 401(K) PlanMartin Friedrich, Cpa$3,445,3312023
Concession & Program Employees Local 468 Pension PlanBoard Of Trustees Of Concession & Program Employees Local 468 Pension$1,165,4792023
Eugene Liang Corp Profit Sharing PlanEugene Liang Corp$458,4352023
Td Oil Gas LLC 401(K) Profit Sharing Plan & TrustTd Oil Gas LLC$69,8942023
Martin Brusco, Cpa 401(K) Profit Sharing PlanMartin Brusco, Cpa$43,9412023
Baywood Court Welfare Benefits PlanBaywood Courtnot reported in the loaded dataset2023

Related Form 5500 pages