Rancho Santa Fe, 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 Santa Fe, CA has 20 loaded benefit plan(s) reported by 15 plan sponsor(s), with $62,717,945 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 20
- Plan sponsors
- 15
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $62,717,945
- Total reported liabilities (EOY)
- $5,646
- Total reported net assets (EOY)
- $62,712,299
Contributions & income
- Employer contributions
- $1,783,331
- Participant contributions
- $2,672,691
- Total income / additions
- $21,503,347
Expenses & distributions
- Benefits paid / distributions
- $10,608,320
- Total expenses
- $10,892,629
- Net increase / (decrease)
- $10,610,718
Coverage
- Total reported participants
- 2,690
- Plans with financial statements
- 16
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rancho Santa Fe, 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 |
|---|---|---|---|
| Cdr Consultants Inc 401(K) Profit Sharing Plan & Trust | Cdr Consultants Inc | $12,656,850 | 2023 |
| Warren Properties, Inc. Profit Sharing & Savings Plan | Warren Properties, Inc. | $10,399,360 | 2023 |
| Rancho Santa Fe Association 401(K) Plan | Rancho Santa Fe Association | $8,250,306 | 2023 |
| Rancho Valencia Resort & Spa 401(K) Plan | Rancho Valencia Resort Partners,LLC | $8,243,050 | 2023 |
| Helen Woodward Animal Center 403(B) Retirement Plan | Helen Woodward Animal Center | $6,249,795 | 2023 |
| James H. Scott, Inc. Retirement Savings Plan | James H. Scott, Inc. | $4,058,766 | 2023 |
| Maram Zakko, M.D. Profit Sharing Plan | Maram Zakko, M.D. | $3,005,623 | 2023 |
| B & H Property Systems, Inc., Solo 401(K) Profit Sharing Plan | B & H Property Systems, Inc. | $2,082,123 | 2023 |
| Essential Business Strategies Defined Benefit Pension Plan | Ebs Consulting, Inc. | $1,930,692 | 2023 |
| Els, Inc. 401(K) Plan | Els, Inc. | $1,541,265 | 2023 |
| James H. Scott, Inc. Defined Benefit Pension Plan | James H. Scott, Inc. | $1,346,604 | 2023 |
| Pacifica Enterprises And Companies 401(K) Plan | Pe Management Group, Inc. | $1,281,119 | 2023 |
| Cake Love Co. 401(K) Plan | Cake Love Co. | $1,030,428 | 2023 |
| Parente Enterprise Management, Inc. Retirement Plan | Parente Enterprise Management, Inc. | $548,239 | 2023 |
| Turn It Up Now Retirement Plan | Turn It Up Now, Inc. | $93,725 | 2023 |
| National Appraisal Guides Inc 401(K) Profit Sharing Plan And Trust | Christy Ipe, LLC | $0 | 2023 |
| Helen Woodward Animal Center Health And Welfare Plan | Helen Woodward Animal Center | not reported in the loaded dataset | 2023 |
| Rancho Valencia Resort Partners, LLC | Rancho Valencia Resort Partners, LLC | not reported in the loaded dataset | 2023 |
| Warren Properties, Inc. Employee Benefit Plan | Warren Properties, Inc. | not reported in the loaded dataset | 2023 |
| Pe Management Group Inc. Welfare Benefits Plan | Pe Management Group Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Rancho Santa Fe → · Rancho Santa Fe plans by participants → · Rancho Santa Fe plans with financial data → · Rancho Santa Fe plans with provider compensation → · $1B+ plans in Rancho Santa Fe →
Related Form 5500 pages
- All CA Form 5500 filings
- Cdr Consultants Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Cdr Consultants Inc — all reported plans
- Warren Properties, Inc. Profit Sharing & Savings Plan (plan 002)
- Warren Properties, Inc. — all reported plans
- Rancho Santa Fe Association 401(K) Plan (plan 001)
- Rancho Santa Fe Association — all reported plans
- Rancho Valencia Resort & Spa 401(K) Plan (plan 001)
- Rancho Valencia Resort Partners,LLC — all reported plans
- Helen Woodward Animal Center 403(B) Retirement Plan (plan 001)
- Helen Woodward Animal Center — all reported plans
- James H. Scott, Inc. Retirement Savings Plan (plan 003)
- James H. Scott, Inc. — all reported plans
- Maram Zakko, M.D. Profit Sharing Plan (plan 002)
- Maram Zakko, M.D. — all reported plans
- B & H Property Systems, Inc., Solo 401(K) Profit Sharing Plan (plan 004)
- B & H Property Systems, Inc. — all reported plans
- Essential Business Strategies Defined Benefit Pension Plan (plan 001)
- Ebs Consulting, Inc. — all reported plans
- Els, Inc. 401(K) Plan (plan 001)
- Els, Inc. — all reported plans
- James H. Scott, Inc. Defined Benefit Pension Plan (plan 001)
- Pacifica Enterprises And Companies 401(K) Plan (plan 001)
- Pe Management Group, Inc. — all reported plans
- Cake Love Co. 401(K) Plan (plan 001)
- Cake Love Co. — all reported plans
- Parente Enterprise Management, Inc. Retirement Plan (plan 001)
- Parente Enterprise Management, Inc. — all reported plans
- Turn It Up Now Retirement Plan (plan 001)
- Turn It Up Now, Inc. — all reported plans
- Methodology
- Data sources