Laguna Hills, 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, Laguna Hills, CA has 24 loaded benefit plan(s) reported by 23 plan sponsor(s), with $97,978,690 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
24
Plan sponsors
23
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$97,978,690
Total reported liabilities (EOY)
$52
Total reported net assets (EOY)
$97,978,167

Contributions & income

Employer contributions
$3,210,816
Participant contributions
$5,106,732
Total income / additions
$16,763,124

Expenses & distributions

Benefits paid / distributions
$7,108,723
Total expenses
$7,423,887
Net increase / (decrease)
$9,339,237

Coverage

Total reported participants
1,533
Plans with financial statements
23
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Laguna Hills, 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

Largest loaded plans in Laguna Hills, CA
PlanSponsorReported assets (EOY)Year
South O C Surgical Medical Group, Inc. 401(K) Profit Sharing PlanSouth O C Surgical Medical Group, Inc.$20,545,3452023
Orange County Urology Associates 401(K) Profit Sharing PlanOrange County Urology Associates, Inc. A Medical Group$17,957,2392023
Sonendo, Inc. 401(K) PlanSonendo, Inc.$13,074,9002023
Western Youth Services 403(B) Retirement Savings And Incentive PlanWestern Youth Services$12,475,9732023
A-Mehr 401(K) PlanA-Mehr Incorporation$10,377,7272023
Harvard Eye Associates 401(K) Profit Sharing PlanHarvard Eye Associates, A Medica$8,275,1472023
Tcm Employee Stock Ownership PlanTowneley Capital Management, Inc.$2,841,3412023
Smooth Bor Plastics 401(K) PlanSteward Plastics, Inc.$2,559,7552023
Pg Insurance Services, Inc. 401(K) Profit Sharing PlanPg Insurance Services, Inc.$2,149,3162023
Lewellen Accountancy Corporation Retirement TrustLewellen Accountancy Corporation$1,759,0892023
Erik Pasin Md, Inc. Defined Benefit PlanErik Pasin Md, Inc.$1,728,2832023
Linda Rogers & Associates 401(K) PlanLinda Rogers & Associates$936,1712023
Air Conditioning Services Of C 401(K) Profit Sharing Plan & TrustAir Conditioning Services Of C$688,3152023
Froyo Chat Retirement PlanFroyo Chat$549,2612023
Katherine Bao-Shian Lee, M.D. Apc 401(K) PlanKatherine Bao-Shian Lee, M.D., A Professional Corporation$457,7782023
Hk Cubed Retirement PlanHk Cubed$425,0172023
Mtm Yee Corp 401k Profit Sharing PlanMtm Yee Corp$383,9312023
Ap Limited 401kAp Limited Corp.$367,4592023
T&J Kennedy Investments, Inc. 401(K) Profit Sharing PlanT&J Kennedy Investments, Inc.$205,0532023
Socal Diagnostic Labs Inc. Retirement PlanSocal Diagnostic Labs Inc.$150,0002023
949 Enterprises, Inc. 401(K) Plan949 Enterprises, Inc.$71,1192023
Micoda Holdings Inc Profit Sharing PlanMicoda Holdings, Inc.$4712023
Rpss Tr Single K Robert Haugan Attorney At LawRobert Haugan$02023
Western Youth Services Welfare Benefits PlanWestern Youth Servicesnot reported in the loaded dataset2023

Related Form 5500 pages