Plan5500

Kentfield, 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, Kentfield, CA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $1,273,733 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

What stands out in Kentfield

  • 4 loaded plans hold $1.3M in reported assets across 4 sponsors.
  • The largest, Ridgecrest Capital Partners Incorporated 401(K) Plan, holds 79% of reported Kentfield plan assets.
  • Plans cover 187 participants — about 47 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.3MSummed across loaded plans$1,273,733
Total reported assets$1.3M$1,273,733
Total reported participants187
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.3M total assets
Net assets$1.3MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$938
Total income / additions$282K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$540
Net increase / (decrease)$281.5K

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Kentfield, 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.

Computed from loaded plans

Kentfield market comparison

Largest plan share of assets79%Ridgecrest Capital Partners Incorporated 401(K) Plan
Participants per plan47Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Kentfield

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ridgecrest Capital Partners Incorporated 401(K) Plan$1M
    Ridgecrest Capital Partners Incorporated · 2023
  2. 2
    Boobakai Holdings 401(K) Plan$266.5K
    Boobakai Holdings · 2023
  3. 3
    Persimmon & Pomegranate, Inc. Pension Transfer Trust Plan$180
    Persimmon & Pomegranate, Inc. · 2023
  4. 4
    Woodlands Market Employee Benefits Plannot reported in the loaded dataset
    The Woodlands Store, Inc. · 2023

Largest plans in Kentfield → · Kentfield plans by participants → · Kentfield plans with financial data → · Kentfield plans with provider compensation → · $1B+ plans in Kentfield →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Kentfield, CA?
4 plan(s) reported by 4 sponsor(s) are loaded for Kentfield, CA.

Related Form 5500 pages