Lafayette, 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, Lafayette, CA has 16 loaded benefit plan(s) reported by 15 plan sponsor(s), with $36,923,155 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 15
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $36,923,155
- Total reported liabilities (EOY)
- $10,400
- Total reported net assets (EOY)
- $36,912,755
Contributions & income
- Employer contributions
- $2,230,806
- Participant contributions
- $1,596,878
- Total income / additions
- $9,466,406
Expenses & distributions
- Benefits paid / distributions
- $6,759,279
- Total expenses
- $6,847,358
- Net increase / (decrease)
- $2,619,048
Coverage
- Total reported participants
- 724
- Plans with financial statements
- 14
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lafayette, 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 |
|---|---|---|---|
| Mosher & Ellis Financial Planning, Inc. 401(K) Profit Sharing Plan | Mosher Financial Advisors, LLC | $10,893,573 | 2023 |
| Civicactions, Inc. 401(K) Plan | Civicactions, Inc. | $9,200,008 | 2023 |
| Weintraub Capital Management Lp Profit Sharing 401(K) Plan | Weintraub Capital Management Lp | $4,429,527 | 2023 |
| Premier Staffing 401(K) Plan | Premier Staffing, Inc. | $3,158,664 | 2023 |
| Gifford Fong Associates 401(K) Plan | Gifford Fong Associates | $2,178,778 | 2023 |
| Performek Inc. 401(K) Plan | Performek Inc. | $1,964,629 | 2023 |
| Zampino Associates, Inc. Profit Sharing Plan | Zampino Associates, Inc. Dba Home Systems | $1,860,408 | 2023 |
| Sailor Brewing Inc 401k Trust | Sailor Brewing Inc. | $977,556 | 2023 |
| John Protopappas 401(K) Profit Sharing Plan | John Protopappas | $969,266 | 2023 |
| Cmr Employee Stock Ownership Plan | Convention Management Resources, Inc. | $960,000 | 2023 |
| Fleur De Lys, Inc 401(K) Plan | Fleur De Lys, Inc | $226,271 | 2023 |
| Venture Goods Inc 401(K) Profit Sharing Plan & Trust | Venture Goods | $94,075 | 2023 |
| Gifford Fong Associates - Flexible Benefit Plan | Gifford Fong Associates | $10,400 | 2023 |
| Ds Kennedy & Co Profit Sharing Plan | Ds Kennedy & Co | $0 | 2023 |
| Wing Inflatables Inc Health And Welfare Plan | Wing Inflatables Inc | not reported in the loaded dataset | 2023 |
| Futures Explored Employee Health & Welfare Plan | Futures Explored | not reported in the loaded dataset | 2023 |
Largest plans in Lafayette → · Lafayette plans by participants → · Lafayette plans with financial data → · Lafayette plans with provider compensation → · $1B+ plans in Lafayette →
Related Form 5500 pages
- All CA Form 5500 filings
- Mosher & Ellis Financial Planning, Inc. 401(K) Profit Sharing Plan (plan 001)
- Mosher Financial Advisors, LLC — all reported plans
- Civicactions, Inc. 401(K) Plan (plan 001)
- Civicactions, Inc. — all reported plans
- Weintraub Capital Management Lp Profit Sharing 401(K) Plan (plan 001)
- Weintraub Capital Management Lp — all reported plans
- Premier Staffing 401(K) Plan (plan 001)
- Premier Staffing, Inc. — all reported plans
- Gifford Fong Associates 401(K) Plan (plan 002)
- Gifford Fong Associates — all reported plans
- Performek Inc. 401(K) Plan (plan 001)
- Performek Inc. — all reported plans
- Zampino Associates, Inc. Profit Sharing Plan (plan 002)
- Zampino Associates, Inc. Dba Home Systems — all reported plans
- Sailor Brewing Inc 401k Trust (plan 001)
- Sailor Brewing Inc. — all reported plans
- John Protopappas 401(K) Profit Sharing Plan (plan 001)
- John Protopappas — all reported plans
- Cmr Employee Stock Ownership Plan (plan 002)
- Convention Management Resources, Inc. — all reported plans
- Fleur De Lys, Inc 401(K) Plan (plan 001)
- Fleur De Lys, Inc — all reported plans
- Venture Goods Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Venture Goods — all reported plans
- Gifford Fong Associates - Flexible Benefit Plan (plan 501)
- Ds Kennedy & Co Profit Sharing Plan (plan 002)
- Ds Kennedy & Co — all reported plans
- Wing Inflatables Inc Health And Welfare Plan (plan 501)
- Wing Inflatables Inc — all reported plans
- Methodology
- Data sources