Rancho Palos Verdes, 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, Rancho Palos Verdes, CA has 13 loaded benefit plan(s) reported by 13 plan sponsor(s), with $46,878,174 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $46,878,174
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $46,878,174
Contributions & income
- Employer contributions
- $1,030,903
- Participant contributions
- $512,127
- Total income / additions
- $8,711,401
Expenses & distributions
- Benefits paid / distributions
- $1,366,361
- Total expenses
- $1,559,350
- Net increase / (decrease)
- $7,152,051
Coverage
- Total reported participants
- 202
- Plans with financial statements
- 13
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rancho Palos Verdes, 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 |
|---|---|---|---|
| Green Hills Memorial Park Employees' Retirement Plan | Green Hills Memorial Park | $25,760,365 | 2023 |
| Ace & Stewart Detailing, Inc. Profit Sharing Plan | Ace & Stewart Detailing, Inc. | $13,905,807 | 2023 |
| Richard Mccallister, A Sole Proprietor 401k Plan | Palos Verdes Practice Management, LLC | $2,817,448 | 2023 |
| John J. Resich, Jr., Apc Profit Sharing Plan | John J. Resich, Jr., Apc | $1,820,260 | 2023 |
| Majid Molaie Md, Inc. Retirement Plan | Majid Molaie, M.D., Inc. | $1,587,435 | 2023 |
| Calvin Johnson Md Inc 401 Profit Sharing Plan | Calvin Johnson Md Inc | $562,996 | 2023 |
| Circle Equity, Inc. 401(K) Plan | Circle Equity, Inc. | $120,536 | 2023 |
| Hyperion Coastal Enterprises Retirement Plan | Hyperion Coastal Enterprises | $116,664 | 2023 |
| Shan Pat Inc. 401k Profit Sharing Plan | Shan Pat Inc. | $101,639 | 2023 |
| Hhs, Inc. 401(K) Plan | Hhs, Inc. | $81,550 | 2023 |
| Yamarowski Partners, Inc. 401(K) Profit Sharing Plan | Yamarowski Partners, Inc. | $3,262 | 2023 |
| Superior Match, Inc. 401k Profit Sharing Plan | Superior Match, Inc. | $212 | 2023 |
| Jcs Enterprises, Inc. 401(K) Profit Sharing Plan | Jcs Enterprises, Inc. | $0 | 2023 |
Largest plans in Rancho Palos Verdes → · Rancho Palos Verdes plans by participants → · Rancho Palos Verdes plans with financial data → · Rancho Palos Verdes plans with provider compensation → · $1B+ plans in Rancho Palos Verdes →
Related Form 5500 pages
- All CA Form 5500 filings
- Green Hills Memorial Park Employees' Retirement Plan (plan 001)
- Green Hills Memorial Park — all reported plans
- Ace & Stewart Detailing, Inc. Profit Sharing Plan (plan 001)
- Ace & Stewart Detailing, Inc. — all reported plans
- Richard Mccallister, A Sole Proprietor 401k Plan (plan 001)
- Palos Verdes Practice Management, LLC — all reported plans
- John J. Resich, Jr., Apc Profit Sharing Plan (plan 002)
- John J. Resich, Jr., Apc — all reported plans
- Majid Molaie Md, Inc. Retirement Plan (plan 002)
- Majid Molaie, M.D., Inc. — all reported plans
- Calvin Johnson Md Inc 401 Profit Sharing Plan (plan 001)
- Calvin Johnson Md Inc — all reported plans
- Circle Equity, Inc. 401(K) Plan (plan 001)
- Circle Equity, Inc. — all reported plans
- Hyperion Coastal Enterprises Retirement Plan (plan 001)
- Hyperion Coastal Enterprises — all reported plans
- Shan Pat Inc. 401k Profit Sharing Plan (plan 001)
- Shan Pat Inc. — all reported plans
- Hhs, Inc. 401(K) Plan (plan 001)
- Hhs, Inc. — all reported plans
- Yamarowski Partners, Inc. 401(K) Profit Sharing Plan (plan 001)
- Yamarowski Partners, Inc. — all reported plans
- Superior Match, Inc. 401k Profit Sharing Plan (plan 001)
- Superior Match, Inc. — all reported plans
- Jcs Enterprises, Inc. 401(K) Profit Sharing Plan (plan 001)
- Jcs Enterprises, Inc. — all reported plans
- Methodology
- Data sources