Monterey Park, 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, Monterey Park, CA has 26 loaded benefit plan(s) reported by 21 plan sponsor(s), with $164,163,148 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 26
- Plan sponsors
- 21
- Total reported assets (EOY)
- $164,163,148
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Children'S Law Center Of California 403(B) Plan | Children'S Law Center Of California | $59,310,176 | 2023 |
| Los Angeles Dependency Lawyers, Inc. 401(K) Plan | Los Angeles Dependency Lawyers, Inc. | $23,724,895 | 2023 |
| F & A Federal Credit Union Capital Accumulation Plan | F & A Federal Credit Union | $19,278,428 | 2023 |
| Koa Corporation 401(K) Plan | Koa Corporation | $14,724,273 | 2023 |
| Gbc International Bank 401(K) Retirement Savings Plan | Gbc International Bank | $14,177,662 | 2023 |
| C. George Lai, M.D., Inc. 401k Profit Sharing Plan | C. George Lai, M.D., Inc. | $10,693,301 | 2023 |
| 403(B) Thrift Plan For Employees Of Alma Family Services | Alma Family Services | $7,192,419 | 2023 |
| 403(B) Thrift Plan For Employees Of Central City Community Health Center, Inc. | Central City Community Health | $3,391,316 | 2023 |
| C D Healthcare Profit Sharing Plan And Trust | C D Healthcare Inc | $2,615,218 | 2023 |
| Lisa Lau & Company, Inc. 401(K) Profit Sharing Plan | Lisa Lau & Company, Inc. | $1,999,968 | 2023 |
| Alads Legal Defense Fund | Board Of Trustees, Alads Legal Defense Fund | $1,534,126 | 2023 |
| Phillip Z.H. Kaw, A Dental Corporation Retirement Plan | Phillip Z.H. Kaw, A Dental Corporation | $1,390,293 | 2023 |
| Howard Y. Chen, D.D.S., M.S. Inc. Profit Sharing Plan | Howard Y. Chen, D.D.S., M.S. Inc. | $1,218,662 | 2023 |
| Barry Morguelan, M.D., Pc Pension Plan | Energy For Success Institute Ltd. | $1,085,148 | 2023 |
| New Cure Inc. A Delaware Corpor 401(K) Profit Sharing Plan | New Cure Inc. | $589,731 | 2023 |
| Profit Sharing Plan Of Huo Chen, M.D., A Medical Corporation | Huo Chen, M.D., A Medical Corporation | $443,714 | 2023 |
| Berango Bros 401k Trust | Berango Bros Inc. | $417,142 | 2023 |
| R&F Partners, Inc. 401(K) Profit Sharing Plan | R&F Partners, Inc. | $337,800 | 2023 |
| Los Angeles Sheriff'S Professional Association Benefit Plan | Board Of Directors, Los Angeles Sheriff'S Professional | $38,876 | 2023 |
| Youbar Inc. Welfare Benefits Plan | Youbar Inc. | not reported in the loaded dataset | 2023 |
| Los Angeles Dependency Lawyers Employee Benefits Plan | Los Angeles Dependency Lawyers, Inc. | not reported in the loaded dataset | 2023 |
| F & A Federal Credit Union Welfare Benefit Plan | F & A Federal Credit Union | not reported in the loaded dataset | 2023 |
| Merchants Building Maintenance Co. Welfare Benefits Plan | Merchants Building Maintenance Co. | not reported in the loaded dataset | 2023 |
| Alma Family Services Health & Welfare Plan | Alma Family Services | not reported in the loaded dataset | 2023 |
| Clc Flexible Benefits Plan | Childrens Law Center Of California | not reported in the loaded dataset | 2023 |
Largest plans in Monterey Park → · Monterey Park plans with financial data → · $1B+ plans in Monterey Park → · Providers by reported compensation →
Related Form 5500 pages
- All CA Form 5500 filings
- Children'S Law Center Of California 403(B) Plan (plan 001)
- Children'S Law Center Of California — all reported plans
- Los Angeles Dependency Lawyers, Inc. 401(K) Plan (plan 001)
- Los Angeles Dependency Lawyers, Inc. — all reported plans
- F & A Federal Credit Union Capital Accumulation Plan (plan 002)
- F & A Federal Credit Union — all reported plans
- Koa Corporation 401(K) Plan (plan 003)
- Koa Corporation — all reported plans
- Gbc International Bank 401(K) Retirement Savings Plan (plan 001)
- Gbc International Bank — all reported plans
- C. George Lai, M.D., Inc. 401k Profit Sharing Plan (plan 003)
- C. George Lai, M.D., Inc. — all reported plans
- 403(B) Thrift Plan For Employees Of Alma Family Services (plan 002)
- Alma Family Services — all reported plans
- 403(B) Thrift Plan For Employees Of Central City Community Health Center, Inc. (plan 002)
- Central City Community Health — all reported plans
- C D Healthcare Profit Sharing Plan And Trust (plan 001)
- C D Healthcare Inc — all reported plans
- Lisa Lau & Company, Inc. 401(K) Profit Sharing Plan (plan 001)
- Lisa Lau & Company, Inc. — all reported plans
- Alads Legal Defense Fund (plan 501)
- Board Of Trustees, Alads Legal Defense Fund — all reported plans
- Phillip Z.H. Kaw, A Dental Corporation Retirement Plan (plan 003)
- Phillip Z.H. Kaw, A Dental Corporation — all reported plans
- Howard Y. Chen, D.D.S., M.S. Inc. Profit Sharing Plan (plan 002)
- Howard Y. Chen, D.D.S., M.S. Inc. — all reported plans
- Barry Morguelan, M.D., Pc Pension Plan (plan 001)
- Energy For Success Institute Ltd. — all reported plans
- New Cure Inc. A Delaware Corpor 401(K) Profit Sharing Plan (plan 001)
- New Cure Inc. — all reported plans
- Methodology
- Data sources