Ramona, 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, Ramona, CA has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $8,165,865 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $8,165,865
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $8,165,865
Contributions & income
- Employer contributions
- $0
- Participant contributions
- $3,650
- Total income / additions
- -$1,053,237
Expenses & distributions
- Benefits paid / distributions
- $0
- Total expenses
- $282,368
- Net increase / (decrease)
- -$1,335,605
Coverage
- Total reported participants
- 145
- Plans with financial statements
- 6
- Plans with provider compensation
- 0
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ramona, 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 |
|---|---|---|---|
| Sharon Quisenberry Defined Benefit Plan | Q'Nique Corporation | $7,057,826 | 2023 |
| Country Road Real Estate, Inc. 401(K) Plan | Country Road Real Estate, Inc. | $561,658 | 2023 |
| Action Automotive Group, Inc. 401(K) Profit Sharing Plan | Action Automotive Group, Inc. | $311,561 | 2023 |
| Scripps Ranch Massage Green Inc 401(K) Plan | Scripps Ranch Massage Green Inc | $234,221 | 2023 |
| C4 Automotive, Inc. 401(K) Plan | C4 Automotive, Inc. | $599 | 2023 |
| Woodson Wealth Management And Consulting, Inc. 401(K) Plan | Woodson Wealth Management And Consulting, Inc. | $0 | 2023 |
| Kahoots Inc Health & Welfare Benefits Plan | Kahoots Inc | not reported in the loaded dataset | 2023 |
Largest plans in Ramona → · Ramona plans by participants → · Ramona plans with financial data → · Ramona plans with provider compensation → · $1B+ plans in Ramona →
Related Form 5500 pages
- All CA Form 5500 filings
- Sharon Quisenberry Defined Benefit Plan (plan 001)
- Q'Nique Corporation — all reported plans
- Country Road Real Estate, Inc. 401(K) Plan (plan 001)
- Country Road Real Estate, Inc. — all reported plans
- Action Automotive Group, Inc. 401(K) Profit Sharing Plan (plan 001)
- Action Automotive Group, Inc. — all reported plans
- Scripps Ranch Massage Green Inc 401(K) Plan (plan 001)
- Scripps Ranch Massage Green Inc — all reported plans
- C4 Automotive, Inc. 401(K) Plan (plan 001)
- C4 Automotive, Inc. — all reported plans
- Woodson Wealth Management And Consulting, Inc. 401(K) Plan (plan 001)
- Woodson Wealth Management And Consulting, Inc. — all reported plans
- Kahoots Inc Health & Welfare Benefits Plan (plan 501)
- Kahoots Inc — all reported plans
- Methodology
- Data sources