Industry, 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, Industry, CA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $45,334,877 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$45,334,877
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$45,334,877

Contributions & income

Employer contributions
$453,619
Participant contributions
$3,642,229
Total income / additions
$9,885,241

Expenses & distributions

Benefits paid / distributions
$4,523,730
Total expenses
$4,859,810
Net increase / (decrease)
$5,025,431

Coverage

Total reported participants
1,454
Plans with financial statements
3
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Industry, 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 Industry, CA
PlanSponsorReported assets (EOY)Year
Bentley 401(K) PlanBentley Mills, Inc.$28,975,5522023
Snak-King LLC 401(K) Profit Sharing PlanSnak-King LLC$12,766,7302023
Nutrition Fundamental Inc 401(K) PlanNutrition Fundamental, Inc$3,592,5952023
Mercado Latino, Inc. Life Insurance PlanMercado Latino, Inc.not reported in the loaded dataset2023

Related Form 5500 pages