Goshen, 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, Goshen, CA has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $73,332,178 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$73,332,178
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$73,332,178

Contributions & income

Employer contributions
$3,332,733
Participant contributions
$4,721,159
Total income / additions
$18,425,054

Expenses & distributions

Benefits paid / distributions
$8,898,605
Total expenses
$9,045,928
Net increase / (decrease)
$9,379,126

Coverage

Total reported participants
2,045
Plans with financial statements
3
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Goshen, 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 Goshen, CA
PlanSponsorReported assets (EOY)Year
Western Milling LLC 401(K) Profit Sharing Plan & TrustWestern Milling LLC$54,333,3752023
Kruse Western Holdings, LLC 401(K) And Profit Sharing PlanKruse Western Holdings, LLC$13,247,2662023
Kruse Western Capital Accumulation PlanKruse-Western LLC$5,751,5372023
Perfection Pet Foods LLCPerfection Pet Foods, LLCnot reported in the loaded dataset2023
Perfection Pet Foods, LLC Health Reimbursement ArrangementPerfection Pet Foods, LLCnot reported in the loaded dataset2023
Western Milling, LLCWestern Milling, LLCnot reported in the loaded dataset2023
Western Milling, LLCWestern Milling, LLCnot reported in the loaded dataset2023

Related Form 5500 pages