La Habra Heights, 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 Habra Heights, CA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $6,624,174 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $6,624,174
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $6,624,174
Contributions & income
- Employer contributions
- $107,094
- Participant contributions
- $365,699
- Total income / additions
- $1,447,878
Expenses & distributions
- Benefits paid / distributions
- $690,080
- Total expenses
- $701,477
- Net increase / (decrease)
- $746,401
Coverage
- Total reported participants
- 526
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for La Habra Heights, 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 |
|---|---|---|---|
| Heights Christian School 403(B) Plan | Heights Christian Schools | $6,266,045 | 2023 |
| Dandurand & Sons Construction Corporation 401(K) Plan | Dandurand & Sons Construction Corporation | $358,129 | 2023 |
| Heights Christian School Health And Welfare Plan | Heights Christian Schools | not reported in the loaded dataset | 2023 |
Largest plans in La Habra Heights → · La Habra Heights plans by participants → · La Habra Heights plans with financial data → · La Habra Heights plans with provider compensation → · $1B+ plans in La Habra Heights →
Related Form 5500 pages
- All CA Form 5500 filings
- Heights Christian School 403(B) Plan (plan 001)
- Heights Christian Schools — all reported plans
- Dandurand & Sons Construction Corporation 401(K) Plan (plan 001)
- Dandurand & Sons Construction Corporation — all reported plans
- Heights Christian School Health And Welfare Plan (plan 501)
- Methodology
- Data sources