Newbury 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, Newbury Park, CA has 15 loaded benefit plan(s) reported by 14 plan sponsor(s), with $44,872,455 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $44,872,455
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $44,872,455
Contributions & income
- Employer contributions
- $676,412
- Participant contributions
- $2,291,195
- Total income / additions
- $8,654,567
Expenses & distributions
- Benefits paid / distributions
- $3,722,238
- Total expenses
- $3,844,098
- Net increase / (decrease)
- $4,810,469
Coverage
- Total reported participants
- 1,609
- Plans with financial statements
- 12
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Newbury Park, 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 |
|---|---|---|---|
| Pleasant Travel Service Salary Savings Plan | Pleasant Travel Service | $16,974,148 | 2023 |
| Giant Bicycle Inc 401k Plan | Giant Bicycle Inc | $13,619,964 | 2023 |
| Six Smith Family, Inc. 401(K) Profit Sharing Plan | Six Smith Family, Inc. | $8,415,017 | 2023 |
| Commercial Micro-Systems, Inc. 401(K) Plan | Commercial Micro-Systems, Inc. | $3,001,882 | 2023 |
| Windblown Media, Inc. 401(K) Plan | Windblown Media, Inc. | $1,092,957 | 2023 |
| Unger Consulting Inc 401(K) Profit Sharing Plan | Unger Consulting Inc | $446,086 | 2023 |
| Pero Marketing Group, LLC 401(K) Profit Sharing Plan | Pero Marketing Group, LLC | $429,057 | 2023 |
| Art Trek 401(K) | Art Trek Inc. | $347,474 | 2023 |
| Motorola Invest 401k | Motorola Invest, Inc. | $200,547 | 2023 |
| Home Care Of Conejo Valley, Inc. 401(K) Plan | Home Care Of Conejo Valley, Inc. | $149,352 | 2023 |
| Foundation Built, Inc. 401k Profit Sharing Plan | Foundation Built, Inc. | $116,587 | 2023 |
| Sunset Medical Management Inc 401(K) Profit Sharing Plan & Trust | Sunset Medical Management Inc | $79,384 | 2023 |
| Giant Bicycle, Inc. Welfare Benefit Plan | Giant Bicycle, Inc. | not reported in the loaded dataset | 2023 |
| Sage Publications, Inc. Health And Welfare Erisa Wrap Plan | Sage Publications, Inc. | not reported in the loaded dataset | 2023 |
| Compulink Business Systems Inc Benefit Plan | Compulink Business Services | not reported in the loaded dataset | 2023 |
Largest plans in Newbury Park → · Newbury Park plans by participants → · Newbury Park plans with financial data → · Newbury Park plans with provider compensation → · $1B+ plans in Newbury Park →
Related Form 5500 pages
- All CA Form 5500 filings
- Pleasant Travel Service Salary Savings Plan (plan 002)
- Pleasant Travel Service — all reported plans
- Giant Bicycle Inc 401k Plan (plan 001)
- Giant Bicycle Inc — all reported plans
- Six Smith Family, Inc. 401(K) Profit Sharing Plan (plan 001)
- Six Smith Family, Inc. — all reported plans
- Commercial Micro-Systems, Inc. 401(K) Plan (plan 001)
- Commercial Micro-Systems, Inc. — all reported plans
- Windblown Media, Inc. 401(K) Plan (plan 001)
- Windblown Media, Inc. — all reported plans
- Unger Consulting Inc 401(K) Profit Sharing Plan (plan 001)
- Unger Consulting Inc — all reported plans
- Pero Marketing Group, LLC 401(K) Profit Sharing Plan (plan 002)
- Pero Marketing Group, LLC — all reported plans
- Art Trek 401(K) (plan 001)
- Art Trek Inc. — all reported plans
- Motorola Invest 401k (plan 001)
- Motorola Invest, Inc. — all reported plans
- Home Care Of Conejo Valley, Inc. 401(K) Plan (plan 001)
- Home Care Of Conejo Valley, Inc. — all reported plans
- Foundation Built, Inc. 401k Profit Sharing Plan (plan 001)
- Foundation Built, Inc. — all reported plans
- Sunset Medical Management Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Sunset Medical Management Inc — all reported plans
- Giant Bicycle, Inc. Welfare Benefit Plan (plan 515)
- Sage Publications, Inc. Health And Welfare Erisa Wrap Plan (plan 502)
- Sage Publications, Inc. — all reported plans
- Compulink Business Systems Inc Benefit Plan (plan 503)
- Compulink Business Services — all reported plans
- Methodology
- Data sources