Palm Springs, 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, Palm Springs, CA has 27 loaded benefit plan(s) reported by 24 plan sponsor(s), with $118,809,421 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 27
- Plan sponsors
- 24
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $118,809,421
- Total reported liabilities (EOY)
- $122,744
- Total reported net assets (EOY)
- $118,965,082
Contributions & income
- Employer contributions
- $4,044,695
- Participant contributions
- $11,054,238
- Total income / additions
- $32,733,225
Expenses & distributions
- Benefits paid / distributions
- $9,880,484
- Total expenses
- $10,289,501
- Net increase / (decrease)
- $22,443,724
Coverage
- Total reported participants
- 6,608
- Plans with financial statements
- 24
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Palm Springs, 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 |
|---|---|---|---|
| Agua Caliente Band Of Cahuilla Indians/Spa Hotel & Casino 401(K) Plan | Agua Caliente Band Of Cahuilla Indians | $83,590,810 | 2023 |
| Dap Health 401(K) Plan | Dap Health | $15,198,607 | 2023 |
| Jensen'S Complete Shopping, Inc. 401(K) Retirement Savings Plan | Jensen'S Complete Shopping, Inc. | $7,303,236 | 2023 |
| Palm Springs Art Museum 401(K) Plan | Palm Springs Art Museum | $2,135,495 | 2023 |
| Scott Lyle Realtors Standardized Profit Sharing Pl | Scott Lyle Realtors | $1,896,364 | 2023 |
| Don R. Scott, M.D. A Medical Corporation Profit Sharing Plan | Don R. Scott, M.D., A Medical Corporation | $1,620,296 | 2023 |
| Reza Nazemi, M.D., A Professional Corporation Profit Sharing Plan | Reza Nazemi, M.D. A Professional Corporation | $1,492,412 | 2023 |
| Brian Catalina Entertainment Defined Benefit Pension Plan | Brian Catalina Entertainment | $1,301,265 | 2023 |
| M Squared Resources Defined Benefit Pension Plan | M Squared Resources | $756,287 | 2023 |
| Desert Fire Extinguisher Co., Inc. 401(K) Plan | Desert Fire Extinguisher Co., Inc. | $752,903 | 2023 |
| R. Carrie Insurance Agency, Inc. 401k Plan | R. Carrie Insurance Agency, Inc. | $709,478 | 2023 |
| Gregory D. Barton Cpa & Associates, Inc. 401(K) Plan | Gregory D. Barton Cpa & Associates, Inc. | $556,596 | 2023 |
| Desert Trauma Surgeons, A Medical Group, Inc. 401(K) Plan | Desert Trauma Surgeons, A Medical Group, Inc. | $441,745 | 2023 |
| Cabg Media 401k Trust | Cabg Media Corporation | $286,153 | 2023 |
| 9fm6s Inc. 401(K) Plan | 9fm6s Inc. | $235,321 | 2023 |
| Obscura Music Defined Benefit Pension Plan | Obscura Records, Inc. | $183,857 | 2023 |
| Rollahaus Retirement Plan | Rollahaus | $100,000 | 2023 |
| Pele Sol Of L & D Creations Retirement Plan | Pele Sol Of L & D Creations, Inc. | $97,000 | 2023 |
| Gock Enterprise Retirement Plan | Gock Enterprise | $68,912 | 2023 |
| Brian Catalina Entertainment Profit Sharing Plan | Brian Catalina Entertainment | $58,137 | 2023 |
| Mcg I, Incorporated 401(K) Plan | Mcg I, Incorporated | $24,547 | 2023 |
| Memory Threads 401(K) Plan | Memory Threads | $0 | 2023 |
| Ahkto Corporation 401(K) Plan | Ahkto Corporation | $0 | 2023 |
| Fitness Generation California, Inc. 401(K) Plan | Fitness Generation California, Inc. | $0 | 2023 |
| Desert Aids Project Dba Dap Health & Welfare Plan | Desert Aids Project | not reported in the loaded dataset | 2023 |
Largest plans in Palm Springs → · Palm Springs plans by participants → · Palm Springs plans with financial data → · Palm Springs plans with provider compensation → · $1B+ plans in Palm Springs →
Related Form 5500 pages
- All CA Form 5500 filings
- Agua Caliente Band Of Cahuilla Indians/Spa Hotel & Casino 401(K) Plan (plan 001)
- Agua Caliente Band Of Cahuilla Indians — all reported plans
- Dap Health 401(K) Plan (plan 002)
- Dap Health — all reported plans
- Jensen'S Complete Shopping, Inc. 401(K) Retirement Savings Plan (plan 003)
- Jensen'S Complete Shopping, Inc. — all reported plans
- Palm Springs Art Museum 401(K) Plan (plan 003)
- Palm Springs Art Museum — all reported plans
- Scott Lyle Realtors Standardized Profit Sharing Pl (plan 001)
- Scott Lyle Realtors — all reported plans
- Don R. Scott, M.D. A Medical Corporation Profit Sharing Plan (plan 001)
- Don R. Scott, M.D., A Medical Corporation — all reported plans
- Reza Nazemi, M.D., A Professional Corporation Profit Sharing Plan (plan 002)
- Reza Nazemi, M.D. A Professional Corporation — all reported plans
- Brian Catalina Entertainment Defined Benefit Pension Plan (plan 001)
- Brian Catalina Entertainment — all reported plans
- M Squared Resources Defined Benefit Pension Plan (plan 001)
- M Squared Resources — all reported plans
- Desert Fire Extinguisher Co., Inc. 401(K) Plan (plan 001)
- Desert Fire Extinguisher Co., Inc. — all reported plans
- R. Carrie Insurance Agency, Inc. 401k Plan (plan 001)
- R. Carrie Insurance Agency, Inc. — all reported plans
- Gregory D. Barton Cpa & Associates, Inc. 401(K) Plan (plan 001)
- Gregory D. Barton Cpa & Associates, Inc. — all reported plans
- Desert Trauma Surgeons, A Medical Group, Inc. 401(K) Plan (plan 006)
- Desert Trauma Surgeons, A Medical Group, Inc. — all reported plans
- Cabg Media 401k Trust (plan 001)
- Cabg Media Corporation — all reported plans
- 9fm6s Inc. 401(K) Plan (plan 001)
- 9fm6s Inc. — all reported plans
- Methodology
- Data sources