Red Bluff, 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, Red Bluff, CA has 8 loaded benefit plan(s) reported by 6 plan sponsor(s), with $23,210,159 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$23,210,159
Total reported liabilities (EOY)
$8,870
Total reported net assets (EOY)
$23,201,289

Contributions & income

Employer contributions
$650,644
Participant contributions
$834,833
Total income / additions
$3,335,603

Expenses & distributions

Benefits paid / distributions
$1,981,280
Total expenses
$2,220,092
Net increase / (decrease)
$1,115,511

Coverage

Total reported participants
850
Plans with financial statements
6
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Red Bluff, 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

Largest loaded plans in Red Bluff, CA
PlanSponsorReported assets (EOY)Year
Red Oaks Medical Group 401k Profit Sharing PlanRed Oaks Medical Group$11,776,7072023
Tehama Tire Services, Inc. Employee Stock Ownership PlanTehama Tire Services, Inc.$3,748,0212023
Fc Bickert Co Inc 401k Profit Sharing PlanFc Bickert Co Inc$2,755,4102023
Kay Stephens Md 401k Profit Sharing PlanKay Stephens Md$1,924,5682023
Irrigation Rentals, Inc. Profit Sharing PlanIrrigation Rentals, Inc.$1,840,3292023
North Valley Services 401(K) PlanTehama County Opportunity Center, Inc. Dba North Valley Services$1,165,1242023
Tehama County Opportunity Center Welfare Benefit PlanTehama County Opportunity Center Incnot reported in the loaded dataset2023
Red Oaks Medical Group Employee Benefit PlanRed Oaks Medical Groupnot reported in the loaded dataset2023

Related Form 5500 pages