Encinitas, 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, Encinitas, CA has 34 loaded benefit plan(s) reported by 27 plan sponsor(s), with $198,381,144 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
34
Plan sponsors
27
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$198,381,144
Total reported liabilities (EOY)
$14,326,644
Total reported net assets (EOY)
$184,054,500

Contributions & income

Employer contributions
$14,416,351
Participant contributions
$17,906,485
Total income / additions
$61,847,173

Expenses & distributions

Benefits paid / distributions
$18,206,209
Total expenses
$19,649,333
Net increase / (decrease)
$42,197,840

Coverage

Total reported participants
7,606
Plans with financial statements
27
Plans with provider compensation
10

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Encinitas, 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 Encinitas, CA
PlanSponsorReported assets (EOY)Year
Dudek 401(K) PlanDudek$77,062,1722023
Dudek Employee Stock Ownership PlanDudek$43,388,5302023
Manna Development Group, LLC 401(K) PlanManna Development Group, LLC$14,612,1662023
Victoria U.S. Holdings 401(K) PlanCali Bamboo, LLC$14,508,2522023
Flock Freight, Inc. Retirement TrustFlock Freight Inc.$13,495,9612023
Sequoia Consulting Group 401(K)Sequoia Consulting Group$9,234,2462023
San Diego Hebrew Homes 403b PlanSan Diego Hebrew Homes$9,178,0792023
Sun Bum LLC 401(K) PlanSun Bum LLC$4,677,4812023
Elpx 401(K) Savings PlanElpx LLC$3,128,0502023
Heller Real Estate Group, Inc. Profit Sharing PlanHeller Real Estate Group, Inc.$2,426,9522023
Tiny Pyro Productions Inc Defined Benefit Pension PlanTiny Pyro Productions Inc$2,088,6562023
Trio Home Health Care Of San Diego, Inc. 401(K) PlanTrio Home Health Care Of San Diego, Inc.$1,118,1722023
Tiny Pyro Productions Inc Profit Sharing PlanTiny Pyro Productions Inc$907,5602023
Polly Rogers Inc 401k Profit Sharing PlanPolly Rogers Inc$451,7872023
Whole Life Home Health Care, Inc. 401(K) PlanWhole Life Home Health Care, Inc.$441,1562023
Gps Ventures Retirement PlanGps Ventures, Inc.$417,0862023
Dudek Employee Health And Welfare PlanDudek$326,5122023
My Solo 401k Financial LLC 401kMy Solo 4o1k Financial LLC$236,1632023
Loudchannel Corp 401(K) PlanLoudchannel Corp$190,8302023
North County Blind Company, Inc. 401(K) PlanOasis Interiors Inc. Dba North County Blinds$121,2372023
Rocketship Enterprises, Inc. 401(K) PlanRocketship Enterprises, Inc.$117,2312023
Rlt, Inc 401(K) PlanRlt, Inc$76,1132023
Pink Sofa, Inc. 401k Profit Sharing PlanPink Sofa, Inc.$74,6822023
H-Bax Inc. Retirement PlanH-Bax Inc.$60,0332023
Aspira Property Management, Inc. 401k Profit Sharing PlanAspira Property Management, Inc.$41,0402023

Related Form 5500 pages