Danville, 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, Danville, CA has 28 loaded benefit plan(s) reported by 27 plan sponsor(s), with $87,498,360 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 28
- Plan sponsors
- 27
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $87,498,360
- Total reported liabilities (EOY)
- $3,027
- Total reported net assets (EOY)
- $87,498,064
Contributions & income
- Employer contributions
- $2,741,854
- Participant contributions
- $2,819,528
- Total income / additions
- $17,400,288
Expenses & distributions
- Benefits paid / distributions
- $9,920,601
- Total expenses
- $10,128,533
- Net increase / (decrease)
- $7,271,755
Coverage
- Total reported participants
- 2,116
- Plans with financial statements
- 24
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Danville, 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 Athenian School 403(B) Plan | The Athenian School | $35,717,993 | 2023 |
| Landmark Worldwide Employee Stock Ownership Plan | Landmark Worldwide | $16,906,698 | 2023 |
| Northgate Capital Group 401(K) Plan | Northgate Capital Group LLC | $5,737,524 | 2023 |
| Diablo Physical Therapy & Sports Medicine 401(K) Plan & Trust I | Barman & Sargent, Inc. | $4,792,970 | 2023 |
| Blackhawk Country Club Employee Savings Plan | Blackhawk Country Club | $4,686,323 | 2023 |
| Naderi Engineering, Inc. 401(K) Profit Sharing Plan & Trust | Naderi Engineering, Inc. | $3,705,232 | 2023 |
| Belotz Holdings Incorporated 401(K) Profit Sharing Plan & Trust | Belotz Holdings Incorporated | $3,418,204 | 2023 |
| Heathorn & Associates Profit Sharing Plan | Heathorn & Associates | $2,782,424 | 2023 |
| Lawrence E. Porteous, Dds, Adc Profit Sharing Plan | Lawrence E. Porteous, Dds, Adc | $2,300,331 | 2023 |
| Trc Services Profit Sharing Plan | Technology Risk Consulting Services, LLC | $2,124,299 | 2023 |
| Secrest Watson International, Inc. 401(K) Profit Sharing Plan | Secrest Watson International, Inc. | $1,880,820 | 2023 |
| Bkl Enterprises Retirement Plan | Bkl Enterprises, Inc. | $1,456,598 | 2023 |
| Reising Financial Inc 401(K) Profit Sharing Plan & Trust | Reising Financial Inc | $782,781 | 2023 |
| Manuel P. Pinto, Certified Public Accountant 401(K) Profit Sharing Plan | Manuel P. Pinto & Associates A Professional Accountancy Corporation | $656,142 | 2023 |
| Sgjp Inc 401(K) Plan | Sgjp Inc | $255,248 | 2023 |
| Moylans 5 Inc. Retirement Plan | Moylans 5 Inc. | $125,508 | 2023 |
| Tomato Ai | Tomato Ai, Inc. | $102,700 | 2023 |
| Hashimz, Inc. 401(K) Plan | Hashimz, Inc. | $66,093 | 2023 |
| Vecris Corp 401(K) Plan | Vecris Corp | $472 | 2023 |
| Iwana Retirement Plan | Iwana, Inc. | $0 | 2023 |
| Js Kech, Inc. Profit Sharing Plan | Js Kech, Inc. | $0 | 2023 |
| Blackhawk Collection, Inc. Profit Sharing Plan | Blackhawk Collection, Inc. | $0 | 2023 |
| Rocketpower 401(K) Plan | Rocketpower Inc. | $0 | 2023 |
| Mr. & Mrs. Yacoub & Daughters, Inc. 401k Profit Sharing Plan | Mr. & Mrs. Yacoub & Daughters, Inc. | $0 | 2023 |
| Cypress Hcm Inc. Health And Welfare Plan | Cypress Hcm Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Danville → · Danville plans by participants → · Danville plans with financial data → · Danville plans with provider compensation → · $1B+ plans in Danville →
Related Form 5500 pages
- All CA Form 5500 filings
- The Athenian School 403(B) Plan (plan 001)
- The Athenian School — all reported plans
- Landmark Worldwide Employee Stock Ownership Plan (plan 003)
- Landmark Worldwide — all reported plans
- Northgate Capital Group 401(K) Plan (plan 001)
- Northgate Capital Group LLC — all reported plans
- Diablo Physical Therapy & Sports Medicine 401(K) Plan & Trust I (plan 001)
- Barman & Sargent, Inc. — all reported plans
- Blackhawk Country Club Employee Savings Plan (plan 002)
- Blackhawk Country Club — all reported plans
- Naderi Engineering, Inc. 401(K) Profit Sharing Plan & Trust (plan 001)
- Naderi Engineering, Inc. — all reported plans
- Belotz Holdings Incorporated 401(K) Profit Sharing Plan & Trust (plan 001)
- Belotz Holdings Incorporated — all reported plans
- Heathorn & Associates Profit Sharing Plan (plan 001)
- Heathorn & Associates — all reported plans
- Lawrence E. Porteous, Dds, Adc Profit Sharing Plan (plan 001)
- Lawrence E. Porteous, Dds, Adc — all reported plans
- Trc Services Profit Sharing Plan (plan 001)
- Technology Risk Consulting Services, LLC — all reported plans
- Secrest Watson International, Inc. 401(K) Profit Sharing Plan (plan 005)
- Secrest Watson International, Inc. — all reported plans
- Bkl Enterprises Retirement Plan (plan 001)
- Bkl Enterprises, Inc. — all reported plans
- Reising Financial Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Reising Financial Inc — all reported plans
- Manuel P. Pinto, Certified Public Accountant 401(K) Profit Sharing Plan (plan 001)
- Manuel P. Pinto & Associates A Professional Accountancy Corporation — all reported plans
- Sgjp Inc 401(K) Plan (plan 001)
- Sgjp Inc — all reported plans
- Methodology
- Data sources