Fallbrook, 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, Fallbrook, CA has 15 loaded benefit plan(s) reported by 14 plan sponsor(s), with $33,604,008 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
15
Plan sponsors
14
Total reported assets (EOY)
$33,604,008
Latest filing year
2023

Largest loaded plans by reported assets

Largest loaded plans in Fallbrook, CA
PlanSponsorReported assets (EOY)Year
Axelgaard Manufacturing Co., Ltd. 401(K) PlanAxelgaard Manufacturing Co., Ltd.$10,880,0862023
Del Rey Avocado Company, Inc. Profit Sharing PlanDel Rey Avocado Company, Inc.$8,697,2062023
Sunlet Nursery, Inc. Profit Sharing PlanSunlet Nursery, Inc.$6,779,8252023
Medical Fitness Solutions LLC 401k Savings PlanFitness Systems LLC Dba Medical Fitness Solutions$2,229,9352023
Executive Landscape, Inc. Profit Sharing PlanExecutive Landscape, Inc.$2,098,4662023
Traut Petroleum, Inc Ml Standardized Profit Sharing PlanTraut Petroleum, Inc.$1,234,9082023
Straub Construction Inc. 401(K) Profit Sharing PlanStraub Construction, Inc.$767,3742023
Fallbrook-Rancho Surgery, A Medical Corp 401(K) Profit Sharing Plan And TrustFallbrook Rancho Surgery$466,0472023
West Coast Painting 401(K) PlanBmk Painting Inc.$447,6812023
Joe Inc Enterprises Profit Sharing PlanJoe Inc Enterprises$2,4802023
Med Exp Reimb Plan Of The California Firefighters Benefit TrustFallbrook Firefighters Association$02023
Tomis Holdings, Inc. 401(K) PlanTomis Holdings, Inc.$02023
Kashmolah Holdings 401(K) PlanKashmolah Holdings$02023
Axelgaard Manufacturing Co., Ltd Health And Welfare PlanAxelgaard Manufacturing Co., Ltd.not reported in the loaded dataset2023
Southwest Boulder & Stone Health PlanSouthwest Boulder & Stone, Inc.not reported in the loaded dataset2023

Related Form 5500 pages