Loomis, 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, Loomis, CA has 14 loaded benefit plan(s) reported by 10 plan sponsor(s), with $47,008,462 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 14
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $47,008,462
- Total reported liabilities (EOY)
- $17,828
- Total reported net assets (EOY)
- $46,990,634
Contributions & income
- Employer contributions
- $1,799,232
- Participant contributions
- $3,543,445
- Total income / additions
- $12,506,621
Expenses & distributions
- Benefits paid / distributions
- $4,528,146
- Total expenses
- $4,818,732
- Net increase / (decrease)
- $7,687,889
Coverage
- Total reported participants
- 1,752
- Plans with financial statements
- 10
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Loomis, 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 |
|---|---|---|---|
| Western Engineering Contractors Inc 401k Profit Sharing Plan | Western Engineering Contractors Inc | $19,747,128 | 2023 |
| Kniesel Auto Collision, Inc. 401(K) Profit Sharing Plan | Kniesel Auto Collision, Inc. | $10,182,168 | 2023 |
| Koinonia Foster Homes 401k Plan | Koinonia Foster Homes Inc. | $8,229,782 | 2023 |
| Foothill Fire Protection 401k Plan | Foothill Fire Protection Inc | $6,387,662 | 2023 |
| Active Treatment Systems, Inc. 401(K) Plan | Active Treatment Systems Inc | $1,167,166 | 2023 |
| Miller Roofing Services 401(K) Profit Sharing Plan & Trust | Miller Roofing Services | $674,570 | 2023 |
| Inspiring Insights, Inc. Retirement Plan | Inspiring Insights, Inc. | $535,939 | 2023 |
| Placer Home Pros, Inc. Profit Sharing Plan | Placer Home Pros, Inc. | $50,189 | 2023 |
| A & J Katzen Inc. 401k Profit Sharing Plan | Ktech Entertainment Inc | $33,858 | 2023 |
| Kniesel'S Collision, Inc. Health And Welfare Plan | Kniesel'S Collision, Inc. | not reported in the loaded dataset | 2023 |
| Foothill Fire Protection, Inc. Wrap Plan | Foothill Fire Protection, Inc. | not reported in the loaded dataset | 2023 |
| Medical | Apex Construction Group, Inc. | not reported in the loaded dataset | 2023 |
| Koinonia Health & Welfare Plan | Koinonia Foster Homes | not reported in the loaded dataset | 2023 |
| Western Engineering Contractors, Inc. Employee Welfare Benefits Plan | Western Engineering Contractors, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Loomis → · Loomis plans by participants → · Loomis plans with financial data → · Loomis plans with provider compensation → · $1B+ plans in Loomis →
Related Form 5500 pages
- All CA Form 5500 filings
- Western Engineering Contractors Inc 401k Profit Sharing Plan (plan 001)
- Western Engineering Contractors Inc — all reported plans
- Kniesel Auto Collision, Inc. 401(K) Profit Sharing Plan (plan 001)
- Kniesel Auto Collision, Inc. — all reported plans
- Koinonia Foster Homes 401k Plan (plan 002)
- Koinonia Foster Homes Inc. — all reported plans
- Foothill Fire Protection 401k Plan (plan 002)
- Foothill Fire Protection Inc — all reported plans
- Active Treatment Systems, Inc. 401(K) Plan (plan 001)
- Active Treatment Systems Inc — all reported plans
- Miller Roofing Services 401(K) Profit Sharing Plan & Trust (plan 001)
- Miller Roofing Services — all reported plans
- Inspiring Insights, Inc. Retirement Plan (plan 001)
- Inspiring Insights, Inc. — all reported plans
- Placer Home Pros, Inc. Profit Sharing Plan (plan 001)
- Placer Home Pros, Inc. — all reported plans
- A & J Katzen Inc. 401k Profit Sharing Plan (plan 001)
- Ktech Entertainment Inc — all reported plans
- Kniesel'S Collision, Inc. Health And Welfare Plan (plan 501)
- Foothill Fire Protection, Inc. Wrap Plan (plan 501)
- Medical (plan 501)
- Apex Construction Group, Inc. — all reported plans
- Koinonia Health & Welfare Plan (plan 503)
- Western Engineering Contractors, Inc. Employee Welfare Benefits Plan (plan 502)
- Methodology
- Data sources