La Palma, 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 Palma, CA has 11 loaded benefit plan(s) reported by 10 plan sponsor(s), with $24,948,613 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $24,948,613
- Total reported liabilities (EOY)
- $7,985,369
- Total reported net assets (EOY)
- $16,963,244
Contributions & income
- Employer contributions
- $1,128,395
- Participant contributions
- $569,293
- Total income / additions
- $1,762,276
Expenses & distributions
- Benefits paid / distributions
- $1,220,360
- Total expenses
- $1,409,682
- Net increase / (decrease)
- $352,594
Coverage
- Total reported participants
- 1,610
- Plans with financial statements
- 7
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for La Palma, 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 |
|---|---|---|---|
| Tcr Industries, Inc. Employee Stock Ownership Plan | Tcr Industries, Inc. | $9,643,692 | 2023 |
| Primary Freight Services, Inc. Employee Stock Ownership Plan | Primary Freight Family Corp. | $6,207,686 | 2023 |
| Arcadia Chair Company 401(K) Profit Sharing Plan | Arcadia Chair Company | $5,569,282 | 2023 |
| Richard B. Oliver, D.D.S.. Retirement Plan | Richard B. Oliver, D.D.S, Inc. | $2,216,323 | 2023 |
| Jrm Wellness, Inc. 401(K) Plan | Jrm Wellness, Inc. | $923,197 | 2023 |
| Scale4good Inc. Retirement Plan | Scale4good Inc. | $200,000 | 2023 |
| Alliance Resource Consulting L 401(K) Profit Sharing Plan & Trust | Alliance Resource Consulting L | $188,433 | 2023 |
| Beacon Day School Wrap Benefit Plan | Beacon Day School | not reported in the loaded dataset | 2023 |
| Fisker Group, Inc. Health And Welfare Plan | Fisker Group, Inc. | not reported in the loaded dataset | 2023 |
| Arcadia Chair Company Group Benefits Plan | Arcadia Chair Company | not reported in the loaded dataset | 2023 |
| Norman International, Inc. - Health Plan | Norman International, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in La Palma → · La Palma plans by participants → · La Palma plans with financial data → · La Palma plans with provider compensation → · $1B+ plans in La Palma →
Related Form 5500 pages
- All CA Form 5500 filings
- Tcr Industries, Inc. Employee Stock Ownership Plan (plan 002)
- Tcr Industries, Inc. — all reported plans
- Primary Freight Services, Inc. Employee Stock Ownership Plan (plan 002)
- Primary Freight Family Corp. — all reported plans
- Arcadia Chair Company 401(K) Profit Sharing Plan (plan 001)
- Arcadia Chair Company — all reported plans
- Richard B. Oliver, D.D.S.. Retirement Plan (plan 001)
- Richard B. Oliver, D.D.S, Inc. — all reported plans
- Jrm Wellness, Inc. 401(K) Plan (plan 001)
- Jrm Wellness, Inc. — all reported plans
- Scale4good Inc. Retirement Plan (plan 001)
- Scale4good Inc. — all reported plans
- Alliance Resource Consulting L 401(K) Profit Sharing Plan & Trust (plan 001)
- Alliance Resource Consulting L — all reported plans
- Beacon Day School Wrap Benefit Plan (plan 501)
- Beacon Day School — all reported plans
- Fisker Group, Inc. Health And Welfare Plan (plan 501)
- Fisker Group, Inc. — all reported plans
- Arcadia Chair Company Group Benefits Plan (plan 502)
- Norman International, Inc. - Health Plan (plan 501)
- Norman International, Inc. — all reported plans
- Methodology
- Data sources