Hermosa Beach, 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, Hermosa Beach, CA has 14 loaded benefit plan(s) reported by 12 plan sponsor(s), with $56,166,416 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
14
Plan sponsors
12
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$56,166,416
Total reported liabilities (EOY)
$82,981
Total reported net assets (EOY)
$56,083,435

Contributions & income

Employer contributions
$1,462,178
Participant contributions
$3,117,397
Total income / additions
$19,493,044

Expenses & distributions

Benefits paid / distributions
$6,988,401
Total expenses
$7,138,321
Net increase / (decrease)
$12,354,723

Coverage

Total reported participants
3,344
Plans with financial statements
11
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hermosa Beach, 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 Hermosa Beach, CA
PlanSponsorReported assets (EOY)Year
Arcserve 401(K) PlanArcserve (Usa), LLC$23,978,0342023
Marlin Management Company, LLC.Marlin Management Company, LLC$8,871,3392023
Paolucci Salling & Martin 401(K) Employee Stock Ownership PlanPaolucci Salling & Martin$8,399,3502023
West Medical, Inc. Defined Benefit Pension PlanWest Medical, Inc.$5,238,4562023
Preservation Partners Management Group 401(K) PlanPreservation Partners Management Group$3,976,1962023
Digilink 401(K) Retirement PlanDigilink$2,162,0342023
West Medical, Inc. 401(K) Profit Sharing PlanWest Medical, Inc.$1,530,2192023
Zoboapps Retirement PlanZoboapps$1,351,8892023
Firm 42 Inc 401k TrustFirm 42, Inc.$512,2482023
Atm Financial Corporation Retirement PlanAtm Financial Corporation$146,6512023
Mcrocco Inc. 401(K) PlanMcrocco Inc.$02023
Marlin Management Company, LLC Welfare Benefits PlanMarlin Management Company, LLCnot reported in the loaded dataset2023
Basic LifeLeague One Volleyballnot reported in the loaded dataset2023
Coast Medical Service Employee Benefits PlanCoast Medical Servicenot reported in the loaded dataset2023

Related Form 5500 pages