Corona Del Mar, 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, Corona Del Mar, CA has 11 loaded benefit plan(s) reported by 11 plan sponsor(s), with $50,895,109 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $50,895,109
- Total reported liabilities (EOY)
- $1,258,131
- Total reported net assets (EOY)
- $49,636,978
Contributions & income
- Employer contributions
- $10,068,097
- Participant contributions
- $1,163,938
- Total income / additions
- $19,733,212
Expenses & distributions
- Benefits paid / distributions
- $13,986,125
- Total expenses
- $14,146,342
- Net increase / (decrease)
- $5,586,870
Coverage
- Total reported participants
- 28,092
- Plans with financial statements
- 10
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Corona Del Mar, 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 |
|---|---|---|---|
| The Harbor Day School Defined Contribution Retirement Plan | Harbor Day School | $21,344,361 | 2023 |
| Commercial West Brokerage, Inc. 401(K) Profit Sharing Plan | Commericial West Brokerage, Inc. | $8,791,326 | 2023 |
| Roger'S Gardens 401(K) Profit Sharing Plan | Roger'S Gardens Newport Beach | $7,399,058 | 2023 |
| Providence Property Management, Inc. 401(K) Profit Sharing Plan | Providence Property Management, Inc. | $4,959,520 | 2023 |
| Honey Baked Ham, Inc. Retirement Plan | Honey Baked Ham, Inc. | $3,916,294 | 2023 |
| Phillips Adr Enterprises, P.C. 401(K) Plan | Phillips Adr Enterprises, P.C. | $2,404,660 | 2023 |
| Beneficial Employees Security Trust Of Utah | Best Of Utah | $1,157,740 | 2023 |
| The Consumer Compass Inc 401k | The Consumer Compass, Inc. | $813,144 | 2023 |
| Intelligent Content Solutions, LLC 401(K) Plan | Intelligent Content Solutions, LLC | $109,006 | 2023 |
| Green Machine Smog Enterprises, Inc. 401(K) Plan | Green Machine Smog Enterprises, Inc. | $0 | 2023 |
| Tebra Technologies, Inc. Health And Welfare Plan | Tebra Technologies, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Corona Del Mar → · Corona Del Mar plans by participants → · Corona Del Mar plans with financial data → · Corona Del Mar plans with provider compensation → · $1B+ plans in Corona Del Mar →
Related Form 5500 pages
- All CA Form 5500 filings
- The Harbor Day School Defined Contribution Retirement Plan (plan 001)
- Harbor Day School — all reported plans
- Commercial West Brokerage, Inc. 401(K) Profit Sharing Plan (plan 003)
- Commericial West Brokerage, Inc. — all reported plans
- Roger'S Gardens 401(K) Profit Sharing Plan (plan 001)
- Roger'S Gardens Newport Beach — all reported plans
- Providence Property Management, Inc. 401(K) Profit Sharing Plan (plan 003)
- Providence Property Management, Inc. — all reported plans
- Honey Baked Ham, Inc. Retirement Plan (plan 003)
- Honey Baked Ham, Inc. — all reported plans
- Phillips Adr Enterprises, P.C. 401(K) Plan (plan 001)
- Phillips Adr Enterprises, P.C. — all reported plans
- Beneficial Employees Security Trust Of Utah (plan 504)
- Best Of Utah — all reported plans
- The Consumer Compass Inc 401k (plan 001)
- The Consumer Compass, Inc. — all reported plans
- Intelligent Content Solutions, LLC 401(K) Plan (plan 002)
- Intelligent Content Solutions, LLC — all reported plans
- Green Machine Smog Enterprises, Inc. 401(K) Plan (plan 001)
- Green Machine Smog Enterprises, Inc. — all reported plans
- Tebra Technologies, Inc. Health And Welfare Plan (plan 501)
- Tebra Technologies, Inc. — all reported plans
- Methodology
- Data sources