Healdsburg, 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, Healdsburg, CA has 16 loaded benefit plan(s) reported by 13 plan sponsor(s), with $108,289,010 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $108,289,010
- Total reported liabilities (EOY)
- $18
- Total reported net assets (EOY)
- $108,288,992
Contributions & income
- Employer contributions
- $3,817,522
- Participant contributions
- $4,548,360
- Total income / additions
- $23,275,404
Expenses & distributions
- Benefits paid / distributions
- $7,723,276
- Total expenses
- $7,989,548
- Net increase / (decrease)
- $15,285,856
Coverage
- Total reported participants
- 1,986
- Plans with financial statements
- 10
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Healdsburg, 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 |
|---|---|---|---|
| Silver Oak Cellars 401(K) Profit Sharing Plan | Silver Oak Wine Cellars, LLC | $43,250,617 | 2023 |
| E & M Electric And Machinery, Inc. 401(K) Profit Sharing Plan | E & M Electric And Machinery, Inc. | $20,973,589 | 2023 |
| Klein Foods, Inc. 401(K) Plan | Klein Foods, Inc. Dba Rodney Strong Wine Estates | $20,152,073 | 2023 |
| Alliance Medical Center, Inc. 403(B) Plan | Alliance Medical Center, Inc. | $8,559,292 | 2023 |
| Passalacqua, Mazzoni, Gladden, Lopez & Maraviglia, Llp 401(K) Profit Sharing Plan | Passalacqua, Mazzoni, Gladden, Lopez & Maraviglia, Llp | $5,624,135 | 2023 |
| Welty, Weaver & Currie, A Professional Corporation 401(K) Profit Sharing Plan | Welty, Weaver & Currie, A Professional Corporation | $4,581,467 | 2023 |
| Mike Resnick Trust Profit Sharing Plan And Trust | Mike Resnick Trust | $3,218,747 | 2023 |
| Robert S. Leach, D.D.S. Age-Based 401(K) Profit Sharing Plan | Villaggio Dental, Inc. | $1,394,938 | 2023 |
| J D S Fitness, Inc. Profit Sharing Plan | J D S Fitness, Inc. | $398,112 | 2023 |
| Live Oak Preschool 403(B) Defined Benefit Plan | Live Oak Preschool | $136,040 | 2023 |
| Rack & Riddle Health & Welfare Plan | Rb Wine Associates, LLC. | not reported in the loaded dataset | 2023 |
| E & M Electric And Machinery, Inc. Welfare Benefit Plan | E & M Electric And Machinery, Inc. | not reported in the loaded dataset | 2023 |
| Alliance Medical Center Employee Benefit Plan | Alliance Medical Center | not reported in the loaded dataset | 2023 |
| Silver Oak Wine Cellars, LLC Welfare Benefit Plan | Silver Oak Wine Cellars, LLC | not reported in the loaded dataset | 2023 |
| Klein Bros Holdings Ltd Health Plan | Klein Bros Holdings Ltd | not reported in the loaded dataset | 2023 |
| Piazza Hotel Management Employee Benefit Plan | Piazza Hotel Management | not reported in the loaded dataset | 2023 |
Largest plans in Healdsburg → · Healdsburg plans by participants → · Healdsburg plans with financial data → · Healdsburg plans with provider compensation → · $1B+ plans in Healdsburg →
Related Form 5500 pages
- All CA Form 5500 filings
- Silver Oak Cellars 401(K) Profit Sharing Plan (plan 333)
- Silver Oak Wine Cellars, LLC — all reported plans
- E & M Electric And Machinery, Inc. 401(K) Profit Sharing Plan (plan 002)
- E & M Electric And Machinery, Inc. — all reported plans
- Klein Foods, Inc. 401(K) Plan (plan 001)
- Klein Foods, Inc. Dba Rodney Strong Wine Estates — all reported plans
- Alliance Medical Center, Inc. 403(B) Plan (plan 001)
- Alliance Medical Center, Inc. — all reported plans
- Passalacqua, Mazzoni, Gladden, Lopez & Maraviglia, Llp 401(K) Profit Sharing Plan (plan 001)
- Passalacqua, Mazzoni, Gladden, Lopez & Maraviglia, Llp — all reported plans
- Welty, Weaver & Currie, A Professional Corporation 401(K) Profit Sharing Plan (plan 001)
- Welty, Weaver & Currie, A Professional Corporation — all reported plans
- Mike Resnick Trust Profit Sharing Plan And Trust (plan 001)
- Mike Resnick Trust — all reported plans
- Robert S. Leach, D.D.S. Age-Based 401(K) Profit Sharing Plan (plan 001)
- Villaggio Dental, Inc. — all reported plans
- J D S Fitness, Inc. Profit Sharing Plan (plan 001)
- J D S Fitness, Inc. — all reported plans
- Live Oak Preschool 403(B) Defined Benefit Plan (plan 001)
- Live Oak Preschool — all reported plans
- Rack & Riddle Health & Welfare Plan (plan 501)
- Rb Wine Associates, LLC. — all reported plans
- E & M Electric And Machinery, Inc. Welfare Benefit Plan (plan 501)
- Alliance Medical Center Employee Benefit Plan (plan 501)
- Silver Oak Wine Cellars, LLC Welfare Benefit Plan (plan 501)
- Klein Bros Holdings Ltd Health Plan (plan 506)
- Klein Bros Holdings Ltd — all reported plans
- Methodology
- Data sources