Santee, 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, Santee, CA has 20 loaded benefit plan(s) reported by 12 plan sponsor(s), with $114,122,207 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
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $114,122,207
- Total reported liabilities (EOY)
- $690,529
- Total reported net assets (EOY)
- $113,195,429
Contributions & income
- Employer contributions
- $5,160,148
- Participant contributions
- $3,575,473
- Total income / additions
- $24,134,762
Expenses & distributions
- Benefits paid / distributions
- $7,380,928
- Total expenses
- $7,956,600
- Net increase / (decrease)
- $16,178,162
Coverage
- Total reported participants
- 3,626
- Plans with financial statements
- 16
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Santee, 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 |
|---|---|---|---|
| Tc Construction Company, Inc. Retirement Savings Plan | Tc Construction Company, Inc. | $55,950,085 | 2023 |
| Scantibodies Laboratory, Inc 401(K) Profit Sharing Plan | Scantibodies Laboratory, Inc | $23,871,406 | 2023 |
| Vision Systems, Inc. 401(K) Retirement Savings Plan | Vision Systems, Inc. | $13,350,522 | 2023 |
| Maxima Products Employee Stock Ownership Plan | South West Lubricants, Inc. | $7,796,924 | 2023 |
| James Dowling Construction, Inc. 401(K) Plan | James Dowling Construction, Inc. | $2,776,597 | 2023 |
| Yeiser Research & Development LLC Defined Benefit Pension Plan | Yeiser Research & Development LLC | $2,589,752 | 2023 |
| Sprouts Farmers Market 401(K) Plan | Ronald Cohn, Inc. | $2,376,512 | 2023 |
| Soapy Joe'S 401k Plan | Soapy Joe'S Group, Inc. | $1,725,628 | 2023 |
| Lamb Fuels, Inc., Defined Benefit Pension Plan | Lamb Fuels, Inc. | $1,704,114 | 2023 |
| Yeiser Research & Development LLC 401k Profit Sharing Plan | Yeiser Research & Development LLC | $1,129,735 | 2023 |
| Nicsco 401(K) Plan | Nicsco | $273,116 | 2023 |
| R.N.Khalaf, Inc. Profit Sharing Plan | R.N.Khalaf, Inc. | $273,027 | 2023 |
| Tc Construction Company Inc Health And Welfare Insurance Trust | T C Construction Co Inc | $191,800 | 2023 |
| T C Construction Company Inc Vacation And Sick Pay Trust | T C Construction Company Inc | $65,944 | 2023 |
| Tc Construction Company, Inc. Health & Welfare Program | Tc Construction Company, Inc. | $43,762 | 2023 |
| California Crafted Marble, Inc. Cafeteria Plan | California Crafted Marble, Inc. | $3,283 | 2023 |
| Vision Systems, Inc. Health And Welfare Benefit Plan | Vision Systems, Inc. | not reported in the loaded dataset | 2023 |
| Sprouts Farmers Market Flexible Benefits Plan | Ronald Cohn, Inc. | not reported in the loaded dataset | 2023 |
| Soapy Joe'S, Inc. Health And Welfare Plan | Soapy Joe'S, Inc. | not reported in the loaded dataset | 2023 |
| Scantibodies Laboratory, Inc. Healthcare Benefits | Scantibodies Laboratory, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Santee → · Santee plans by participants → · Santee plans with financial data → · Santee plans with provider compensation → · $1B+ plans in Santee →
Related Form 5500 pages
- All CA Form 5500 filings
- Tc Construction Company, Inc. Retirement Savings Plan (plan 002)
- Tc Construction Company, Inc. — all reported plans
- Scantibodies Laboratory, Inc 401(K) Profit Sharing Plan (plan 001)
- Scantibodies Laboratory, Inc — all reported plans
- Vision Systems, Inc. 401(K) Retirement Savings Plan (plan 001)
- Vision Systems, Inc. — all reported plans
- Maxima Products Employee Stock Ownership Plan (plan 001)
- South West Lubricants, Inc. — all reported plans
- James Dowling Construction, Inc. 401(K) Plan (plan 001)
- James Dowling Construction, Inc. — all reported plans
- Yeiser Research & Development LLC Defined Benefit Pension Plan (plan 002)
- Yeiser Research & Development LLC — all reported plans
- Sprouts Farmers Market 401(K) Plan (plan 001)
- Ronald Cohn, Inc. — all reported plans
- Soapy Joe'S 401k Plan (plan 001)
- Soapy Joe'S Group, Inc. — all reported plans
- Lamb Fuels, Inc., Defined Benefit Pension Plan (plan 001)
- Lamb Fuels, Inc. — all reported plans
- Yeiser Research & Development LLC 401k Profit Sharing Plan (plan 001)
- Nicsco 401(K) Plan (plan 001)
- Nicsco — all reported plans
- R.N.Khalaf, Inc. Profit Sharing Plan (plan 001)
- R.N.Khalaf, Inc. — all reported plans
- Tc Construction Company Inc Health And Welfare Insurance Trust (plan 502)
- T C Construction Company Inc Vacation And Sick Pay Trust (plan 503)
- Tc Construction Company, Inc. Health & Welfare Program (plan 501)
- Methodology
- Data sources