Fowler, 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, Fowler, CA has 8 loaded benefit plan(s) reported by 5 plan sponsor(s), with $14,852,979 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
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $14,852,979
- Total reported liabilities (EOY)
- $23,710
- Total reported net assets (EOY)
- $14,829,269
Contributions & income
- Employer contributions
- $293,108
- Participant contributions
- $540,156
- Total income / additions
- $4,060,049
Expenses & distributions
- Benefits paid / distributions
- $15,205,785
- Total expenses
- $15,341,711
- Net increase / (decrease)
- -$11,281,662
Coverage
- Total reported participants
- 1,512
- Plans with financial statements
- 6
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fowler, 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 |
|---|---|---|---|
| Bee Sweet Citrus, Inc. 401(K) Profit Sharing Plan | Bee Sweet Citrus, Inc. | $7,424,184 | 2023 |
| National Raisin Company Employees Profit Sharing Plan | Sunshine Raisin Corporation Dba National Raisin Company | $5,884,728 | 2023 |
| National Raisin Company 401(K) Plan | Sunshine Raisin Corporation Dba National Raisin Company | $1,308,986 | 2023 |
| Trius Trucking Inc 401(K) Profit Sharing Plan & Trust | Trius Trucking Inc | $195,258 | 2023 |
| Simonian Brothers, Inc. Dba Simonian Fruit Co. Profit Sharing Plan | Simonian Brothers, Inc. Dba Simonian Fruit Co. | $31,365 | 2023 |
| C.D. Simonian Insurance Agency, Inc. Profit Sharing Plan | C.D. Simonian Insurance Agency, Inc. | $8,458 | 2023 |
| Bee Sweet Citrus, Inc | Bee Sweet Citrus, Inc | not reported in the loaded dataset | 2023 |
| Sunshine Raisin Corporation | Sunshine Raisin Corporation Health & Welfare Plan | not reported in the loaded dataset | 2023 |
Largest plans in Fowler → · Fowler plans by participants → · Fowler plans with financial data → · Fowler plans with provider compensation → · $1B+ plans in Fowler →
Related Form 5500 pages
- All CA Form 5500 filings
- Bee Sweet Citrus, Inc. 401(K) Profit Sharing Plan (plan 001)
- Bee Sweet Citrus, Inc. — all reported plans
- National Raisin Company Employees Profit Sharing Plan (plan 001)
- Sunshine Raisin Corporation Dba National Raisin Company — all reported plans
- National Raisin Company 401(K) Plan (plan 002)
- Trius Trucking Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Trius Trucking Inc — all reported plans
- Simonian Brothers, Inc. Dba Simonian Fruit Co. Profit Sharing Plan (plan 001)
- Simonian Brothers, Inc. Dba Simonian Fruit Co. — all reported plans
- C.D. Simonian Insurance Agency, Inc. Profit Sharing Plan (plan 001)
- C.D. Simonian Insurance Agency, Inc. — all reported plans
- Bee Sweet Citrus, Inc (plan 501)
- Sunshine Raisin Corporation (plan 501)
- Methodology
- Data sources