Granite Bay, 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, Granite Bay, CA has 9 loaded benefit plan(s) reported by 9 plan sponsor(s), with $37,548,845 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $37,548,845
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $37,548,845
Contributions & income
- Employer contributions
- $1,905,077
- Participant contributions
- $2,955,448
- Total income / additions
- $11,578,499
Expenses & distributions
- Benefits paid / distributions
- $3,576,290
- Total expenses
- $3,723,627
- Net increase / (decrease)
- $7,854,872
Coverage
- Total reported participants
- 576
- Plans with financial statements
- 8
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Granite Bay, 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 |
|---|---|---|---|
| Samgi 401(K) Plan | Samgi | $24,718,870 | 2023 |
| Amazing Facts International 401(K) Profit Sharing Plan & Trust | Amazing Facts International | $6,166,042 | 2023 |
| Jay Tee Supply Company Profit Sharing Trust & Retirement Plan | Jay Tee Supply Company C/O John Boswell, Trustee | $2,341,942 | 2023 |
| Collision Pro'S, Inc. 401(K) Plan | Collision Pro'S, Inc. | $1,937,551 | 2023 |
| Douglas Feed And Ranch Supply, Inc. 401(K) Plan | Douglas Feed And Ranch Supply, Inc. | $1,136,161 | 2023 |
| Helios Quantitative Research, LLC 401(K) Plan | Helios Quantitative Research, LLC | $1,120,638 | 2023 |
| Thoughttwist Retirement Plan | Thoughttwist | $127,638 | 2023 |
| Sela, Inc 401(K) Plan | Sela, Inc | $3 | 2023 |
| Acute Care Surgery Medical Group, Inc. Health And Welfare Plan | Acute Care Surgery Medical Group, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Granite Bay → · Granite Bay plans by participants → · Granite Bay plans with financial data → · Granite Bay plans with provider compensation → · $1B+ plans in Granite Bay →
Related Form 5500 pages
- All CA Form 5500 filings
- Samgi 401(K) Plan (plan 002)
- Samgi — all reported plans
- Amazing Facts International 401(K) Profit Sharing Plan & Trust (plan 001)
- Amazing Facts International — all reported plans
- Jay Tee Supply Company Profit Sharing Trust & Retirement Plan (plan 001)
- Jay Tee Supply Company C/O John Boswell, Trustee — all reported plans
- Collision Pro'S, Inc. 401(K) Plan (plan 001)
- Collision Pro'S, Inc. — all reported plans
- Douglas Feed And Ranch Supply, Inc. 401(K) Plan (plan 001)
- Douglas Feed And Ranch Supply, Inc. — all reported plans
- Helios Quantitative Research, LLC 401(K) Plan (plan 001)
- Helios Quantitative Research, LLC — all reported plans
- Thoughttwist Retirement Plan (plan 001)
- Thoughttwist — all reported plans
- Sela, Inc 401(K) Plan (plan 001)
- Sela, Inc — all reported plans
- Acute Care Surgery Medical Group, Inc. Health And Welfare Plan (plan 501)
- Acute Care Surgery Medical Group, Inc. — all reported plans
- Methodology
- Data sources