Ladera Ranch, 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, Ladera Ranch, CA has 10 loaded benefit plan(s) reported by 9 plan sponsor(s), with $20,017,827 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $20,017,827
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $20,017,827
Contributions & income
- Employer contributions
- $702,426
- Participant contributions
- $1,559,522
- Total income / additions
- $5,773,343
Expenses & distributions
- Benefits paid / distributions
- $1,191,640
- Total expenses
- $1,273,713
- Net increase / (decrease)
- $4,499,630
Coverage
- Total reported participants
- 1,122
- Plans with financial statements
- 8
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ladera Ranch, 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 |
|---|---|---|---|
| Smartstop Storage Advisors 401(K) Plan | Smartstop Storage Advisors, LLC | $8,814,616 | 2023 |
| California Financial Services 401(K) Plan | California Financial Services | $4,867,064 | 2023 |
| Springboard Social Enterprises Retirement Plan | Springboard Social Enterprises | $3,899,911 | 2023 |
| John B Lee Md Inc Solo 401k | John B Lee Md Inc | $1,212,157 | 2023 |
| Lillian K Lee Md Inc Solo 401k | Lillian K Lee Md Inc | $724,918 | 2023 |
| Gow Business Partners Inc. Retirement Plan | Gow Business Partners Inc. | $303,919 | 2023 |
| Teamewing Co. 401k Profit Sharing Plan | Teamewing Co. | $145,764 | 2023 |
| Villaventure Group Retirement Plan | Villaventure Group | $49,478 | 2023 |
| Smartstop Storage Advisors, LLC Health And Welfare Plan | Smartstop Storage Advisors, LLC | not reported in the loaded dataset | 2023 |
| Alkeme Intermediary Holdings, LLC Welfare Benefits Plan | Alkeme Intermediary Holdings, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Ladera Ranch → · Ladera Ranch plans by participants → · Ladera Ranch plans with financial data → · Ladera Ranch plans with provider compensation → · $1B+ plans in Ladera Ranch →
Related Form 5500 pages
- All CA Form 5500 filings
- Smartstop Storage Advisors 401(K) Plan (plan 001)
- Smartstop Storage Advisors, LLC — all reported plans
- California Financial Services 401(K) Plan (plan 001)
- California Financial Services — all reported plans
- Springboard Social Enterprises Retirement Plan (plan 001)
- Springboard Social Enterprises — all reported plans
- John B Lee Md Inc Solo 401k (plan 001)
- John B Lee Md Inc — all reported plans
- Lillian K Lee Md Inc Solo 401k (plan 001)
- Lillian K Lee Md Inc — all reported plans
- Gow Business Partners Inc. Retirement Plan (plan 001)
- Gow Business Partners Inc. — all reported plans
- Teamewing Co. 401k Profit Sharing Plan (plan 001)
- Teamewing Co. — all reported plans
- Villaventure Group Retirement Plan (plan 001)
- Villaventure Group — all reported plans
- Smartstop Storage Advisors, LLC Health And Welfare Plan (plan 501)
- Alkeme Intermediary Holdings, LLC Welfare Benefits Plan (plan 501)
- Alkeme Intermediary Holdings, LLC — all reported plans
- Methodology
- Data sources