Plan5500

La Canada, 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, La Canada, CA has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $9,204,254 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.6MSummed across loaded plans$4,630,487
Total reported assets$9.2M$9,204,254
Total reported participants793
Total reported liabilities$57.5K$57,491

Reported net position

Reported assets = net assets + liabilities (summed)$9.2M total assets
Net assets$4.6MLiabilities$57.5K
Contributions & income
Employer contributions$46.1K
Participant contributions$55.4K
Total income / additions$745.9K
Expenses & distributions
Benefits paid / distributions$5M
Total expenses$5M
Net increase / (decrease)-$4.2M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation0 / 6 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for La Canada, 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

La Canada market comparison

Largest plan share of assets49%Stephan And Angelica Edelbrock Consulting 401(K) Plan
Participants per plan132Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in La Canada

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

  1. 1
    Stephan And Angelica Edelbrock Consulting 401(K) Plan$4.5M
    Stephan And Angelica Edelbrock Consulting · 2023
  2. 2
    T. L. Sneed, Inc. Profit Sharing Plan$4.4M
    T. L. Sneed, Inc. · 2023
  3. 3
    Rozar Ventures Corp. 401(K) Profit Sharing Plan$245.9K
    Rozar Ventures Corp. · 2023
  4. 4
    Flintridge Preparatory School -Cafeteria Plan$56K
    Flintridge Preparatory School · 2023
  5. 5
    Flintridge Preparatory School Welfare Benefits Plannot reported in the loaded dataset
    Flintridge Preparatory School · 2023
  6. 6
    Allen Lund Company, LLC Employee Benefit Plannot reported in the loaded dataset
    Allen Lund Company, LLC · 2023

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

Related Form 5500 pages