Montclair, 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, Montclair, CA has 18 loaded benefit plan(s) reported by 12 plan sponsor(s), with $55,817,093 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 18
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $55,817,093
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $55,817,093
Contributions & income
- Employer contributions
- $2,252,154
- Participant contributions
- $3,025,895
- Total income / additions
- $12,191,358
Expenses & distributions
- Benefits paid / distributions
- $2,890,862
- Total expenses
- $3,088,268
- Net increase / (decrease)
- $9,103,090
Coverage
- Total reported participants
- 3,773
- Plans with financial statements
- 12
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Montclair, 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 |
|---|---|---|---|
| Hampton Tedder Electric Company Profit Sharing Plan | Hampton Tedder Electric Company | $23,197,517 | 2023 |
| New Age Investments 401(K) Plan | New Age Investments | $8,550,836 | 2023 |
| Giant Rv 401(K) Plan | Giant Inland Empire Rv Center, Inc | $7,695,441 | 2023 |
| Metro Automotive Group 401(K) Retirement Savings Plan | Metro Motors, Inc. | $4,534,084 | 2023 |
| Free Energy Savings 401(K) Plan | Free Energy Savings Company, LLC | $2,900,050 | 2023 |
| Oparc 403(B) Retirement Plan | Oparc | $2,623,877 | 2023 |
| Lawnscape Systems Retirement Savings Plan | Lawnscape Systems, Inc. | $2,289,114 | 2023 |
| Kwon Dental Management, Inc. Eqrp 401k Plan | Kwon Dental Management, Inc. | $2,032,718 | 2023 |
| Stg Auto Group Retirement Savings Plan 401(K) Plan | St. George Auto Sales, Inc | $1,133,967 | 2023 |
| Expo Power Systems, Inc. 401(K) Profit Sharing Plan And Trust | Expo Power Systems, Inc. | $573,364 | 2023 |
| Venom Enterprises Company 401(K) Plan | Venom Enterprises Company | $231,425 | 2023 |
| Cc Unlimited, Inc. Profit Sharing Plan | Cc Unlimited, Inc. | $54,700 | 2023 |
| Metro Group Employee Benefit Plan | Metro Motors, Inc. | not reported in the loaded dataset | 2023 |
| Oparc Life & Ad&D | Oparc | not reported in the loaded dataset | 2023 |
| Hampton Tedder Electric Co Health And Welfare Plan | Hampton Tedder Electric Co., Inc. | not reported in the loaded dataset | 2023 |
| Hampton Tedder Electric Company Health & Welfare Plan | Hampton Tedder Electric Company | not reported in the loaded dataset | 2023 |
| New Age Investments, Inc. Welfare Benefits Plan | New Age Investments, Inc. | not reported in the loaded dataset | 2023 |
| Giant Rv Welfare Benefits Plan | Giant Inland Empire Rv Center, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Montclair → · Montclair plans by participants → · Montclair plans with financial data → · Montclair plans with provider compensation → · $1B+ plans in Montclair →
Related Form 5500 pages
- All CA Form 5500 filings
- Hampton Tedder Electric Company Profit Sharing Plan (plan 002)
- Hampton Tedder Electric Company — all reported plans
- New Age Investments 401(K) Plan (plan 001)
- New Age Investments — all reported plans
- Giant Rv 401(K) Plan (plan 001)
- Giant Inland Empire Rv Center, Inc — all reported plans
- Metro Automotive Group 401(K) Retirement Savings Plan (plan 001)
- Metro Motors, Inc. — all reported plans
- Free Energy Savings 401(K) Plan (plan 001)
- Free Energy Savings Company, LLC — all reported plans
- Oparc 403(B) Retirement Plan (plan 001)
- Oparc — all reported plans
- Lawnscape Systems Retirement Savings Plan (plan 001)
- Lawnscape Systems, Inc. — all reported plans
- Kwon Dental Management, Inc. Eqrp 401k Plan (plan 001)
- Kwon Dental Management, Inc. — all reported plans
- Stg Auto Group Retirement Savings Plan 401(K) Plan (plan 001)
- St. George Auto Sales, Inc — all reported plans
- Expo Power Systems, Inc. 401(K) Profit Sharing Plan And Trust (plan 002)
- Expo Power Systems, Inc. — all reported plans
- Venom Enterprises Company 401(K) Plan (plan 001)
- Venom Enterprises Company — all reported plans
- Cc Unlimited, Inc. Profit Sharing Plan (plan 001)
- Cc Unlimited, Inc. — all reported plans
- Metro Group Employee Benefit Plan (plan 502)
- Oparc Life & Ad&D (plan 501)
- Hampton Tedder Electric Co Health And Welfare Plan (plan 501)
- Methodology
- Data sources