Plan5500

Larkspur, 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, Larkspur, CA has 20 loaded benefit plan(s) reported by 17 plan sponsor(s), with $278,774,167 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
20
Plan sponsors
17
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$278.8MSummed across loaded plans$278,756,394
Total reported assets$278.8M$278,774,167
Total reported participants6.2K6,197
Total reported liabilities$17.8K$17,773

Reported net position

Reported assets = net assets + liabilities (summed)$278.8M total assets
Net assets$278.8MLiabilities$17.8K
Contributions & income
Employer contributions$7M
Participant contributions$19.6M
Total income / additions$71.7M
Expenses & distributions
Benefits paid / distributions$26.8M
Total expenses$27.5M
Net increase / (decrease)$44.2M

Data coverage

Plans with financial statements13 / 20 (65%)
Plans with provider compensation8 / 20 (40%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Larkspur, 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.

Computed from loaded plans

Larkspur market comparison

Largest plan share of assets29%Eichleay, Inc. Pension And Profit Sharing Plan
Participants per plan310Average across loaded plans
Plan sponsors17
Ranked by reported assets

Largest loaded plans in Larkspur

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Eichleay, Inc. Pension And Profit Sharing Plan$79.9M
    Eichleay, Inc. · 2023
  2. 2
    Tbh Management, LLC 401(K) Plan$37.2M
    Tbh Management, LLC · 2023
  3. 3
    Price Simms Family Advantage 401(K) Plan$35.5M
    Price-Simms Management, Inc. · 2023
  4. 4
    By The Bay Health 403(B) Plan$31M
    By The Bay Health · 2023
  5. 5
    Phoenix American Incorporated 401k Plan$24.7M
    Phoenix American Incorporated · 2023
  6. 6
    Cardiovascular Associates Of Marin & San Francisco Profit Sharing 401(K) Plan$19.3M
    Cardiovascular Associates Of Marin & San Francisco Medical Group, Inc. · 2023
  7. 7
    Answerlab 401(K) Profit Sharing Plan$15.7M
    Answerlab, LLC · 2023
  8. 8
    Spmb LLC 401k Plan$13.5M
    Spmb LLC · 2023
  9. 9
    Banyan Securities LLC 401(K) Profit Sharing Plan And Trust$12.8M
    Banyan Securities LLC · 2023
  10. 10
    Burkland Associates, LLC 401(K) Plan$5.3M
    Burkland Associates, LLC · 2023
  11. 11
    Jasmine M. Gorton, D.M.D., Inc. Profit Sharing 401(K) Plan$2.4M
    Jasmine M. Gorton, D.M.D., Inc. · 2023
  12. 12
    Zingtree Inc. 401(K) Ps Plan & Trust$1.6M
    Zingtree Inc. · 2023
  13. 13
    Wu Wei Tea Temple, Co. 401(K) Plan$109.5K
    Wu Wei Tea Temple, Co. · 2023
  14. 14
    Eichleay, Inc. Health And Welfare Plannot reported in the loaded dataset
    Eichleay, Inc. · 2023
  15. 15
    Price Family Dealerships Welfare Benefit Plannot reported in the loaded dataset
    Price Family Dealerships · 2023
  16. 16
    Acore Capital Mortgage, Lp Health & Welfare Benefit Plannot reported in the loaded dataset
    Acore Capital Mortgage, Lp · 2023
  17. 17
    Phoenix American Incorporated Medical, Dental And Vision Plannot reported in the loaded dataset
    Phoenix American Incorporated · 2023
  18. 18
    Traditions Psychiatry Group, P.C. Health And Welfare Plannot reported in the loaded dataset
    Traditions Psychiatry Group, P.C. · 2023
  19. 19
    Venture Workforce Solutions, Inc. Health And Welfare Benefits Plannot reported in the loaded dataset
    Venture Workforce Solutions Inc. · 2023
  20. 20
    By The Bay Health Employee Benefit Plannot reported in the loaded dataset
    By The Bay Health · 2023

Largest plans in Larkspur → · Larkspur plans by participants → · Larkspur plans with financial data → · Larkspur plans with provider compensation → · $1B+ plans in Larkspur →

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