Laguna Niguel, 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 Niguel, CA has 13 loaded benefit plan(s) reported by 10 plan sponsor(s), with $59,896,085 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $59,896,085
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $59,768,241
Contributions & income
- Employer contributions
- $497,200
- Participant contributions
- $5,671,783
- Total income / additions
- $16,065,512
Expenses & distributions
- Benefits paid / distributions
- $3,656,108
- Total expenses
- $4,094,322
- Net increase / (decrease)
- $11,971,190
Coverage
- Total reported participants
- 7,018
- Plans with financial statements
- 11
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Laguna Niguel, 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 |
|---|---|---|---|
| Aspen Skilled Healthcare 401(K) Plan | Aspen Skilled Healthcare, Inc. | $28,405,226 | 2023 |
| Mission Imports 401(K) Plan | Mission Imports, A California Corporation | $12,990,067 | 2023 |
| Dispute Dynamics, Inc. 401(K) Plan | Dispute Dynamics, Inc. | $8,013,348 | 2023 |
| Henderson Development Company, Inc. Profit Sharing Plan & Trust | Henderson Development Company, Inc. | $3,927,543 | 2023 |
| Owens, Moskowitz And Associates, Inc., Certified Public Accountants Profit Sharing 401(K) Plan | Owens, Moskowitz And Associates, Inc., Certified Public Accountants | $3,390,197 | 2023 |
| Captain Enterprises, LLC 401(K) Plan | Captain Enterprises, LLC | $2,358,570 | 2023 |
| Henney Wealth Management, Inc. Profit Sharing Plan | Henney Wealth Management, Inc. | $321,184 | 2023 |
| Henney Wealth Management, Inc. Money Purchase Plan | Henney Wealth Management, Inc. Money Purchase Plan | $185,937 | 2023 |
| Growth Wise Consulting Inc. Retirement Plan | Growth Wise Consulting Inc. | $176,169 | 2023 |
| Jetvestor Health, Inc. 401k Profit Sharing Plan | Jetvestor Health, Inc. | $127,844 | 2023 |
| K&K Se 401(K) Plan | K&K Se | $0 | 2023 |
| Aspen Skilled Healthcare, Inc. Welfare Benefits Plan | Aspen Skilled Healthcare, Inc. | not reported in the loaded dataset | 2023 |
| Mercedes Benz Of Laguna Niguel Medical Plan | Mercedes Benz Of Laguna Niguel | not reported in the loaded dataset | 2023 |
Largest plans in Laguna Niguel → · Laguna Niguel plans by participants → · Laguna Niguel plans with financial data → · Laguna Niguel plans with provider compensation → · $1B+ plans in Laguna Niguel →
Related Form 5500 pages
- All CA Form 5500 filings
- Aspen Skilled Healthcare 401(K) Plan (plan 001)
- Aspen Skilled Healthcare, Inc. — all reported plans
- Mission Imports 401(K) Plan (plan 001)
- Mission Imports, A California Corporation — all reported plans
- Dispute Dynamics, Inc. 401(K) Plan (plan 002)
- Dispute Dynamics, Inc. — all reported plans
- Henderson Development Company, Inc. Profit Sharing Plan & Trust (plan 001)
- Henderson Development Company, Inc. — all reported plans
- Owens, Moskowitz And Associates, Inc., Certified Public Accountants Profit Sharing 401(K) Plan (plan 001)
- Owens, Moskowitz And Associates, Inc., Certified Public Accountants — all reported plans
- Captain Enterprises, LLC 401(K) Plan (plan 001)
- Captain Enterprises, LLC — all reported plans
- Henney Wealth Management, Inc. Profit Sharing Plan (plan 002)
- Henney Wealth Management, Inc. — all reported plans
- Henney Wealth Management, Inc. Money Purchase Plan (plan 001)
- Growth Wise Consulting Inc. Retirement Plan (plan 001)
- Growth Wise Consulting Inc. — all reported plans
- Jetvestor Health, Inc. 401k Profit Sharing Plan (plan 001)
- Jetvestor Health, Inc. — all reported plans
- K&K Se 401(K) Plan (plan 001)
- K&K Se — all reported plans
- Aspen Skilled Healthcare, Inc. Welfare Benefits Plan (plan 501)
- Mercedes Benz Of Laguna Niguel Medical Plan (plan 510)
- Methodology
- Data sources