Shafter, 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, Shafter, CA has 11 loaded benefit plan(s) reported by 7 plan sponsor(s), with $35,183,529 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$35,183,529
Total reported liabilities (EOY)
$167,686
Total reported net assets (EOY)
$35,015,843

Contributions & income

Employer contributions
$3,150,746
Participant contributions
$2,741,808
Total income / additions
$9,100,876

Expenses & distributions

Benefits paid / distributions
$5,243,770
Total expenses
$6,536,235
Net increase / (decrease)
$2,564,641

Coverage

Total reported participants
2,535
Plans with financial statements
5
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Shafter, 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 Shafter, CA
PlanSponsorReported assets (EOY)Year
Bps Supply Group 401(K) Profit Sharing PlanBps Supply Group$20,368,3312023
The Garlic Company 401(K) Retirement PlanThe Garlic Company$7,110,3642023
Jti Electrical Instrumentation 401(K) Retirement PlanJti Electrical & Instrumentation, LLC$5,846,7462023
Handel And Wilson Farms, LLCRachel E. Friesen$1,454,8602023
Bps Supply Group Employee Benefit PlanBps Supply Group$403,2282023
Cal Central Harvesting Employee Benefit PlanCal Central Harvesting, Inc.not reported in the loaded dataset2023
Agro Labor Services, Inc. Employee Benefit PlanAgro Labor Services, Inc.not reported in the loaded dataset2023
Jti Electrical & Instrumentation, LLC Health & Welfare PlanJti Electrical & Instrumentation, LLCnot reported in the loaded dataset2023
The Garlic Co., Inc Employee Benefits PlanThe Garlic Co., Incnot reported in the loaded dataset2023
J. D. Rush Company, Inc. Benefits PlanJ.D. Rush Company, Inc.not reported in the loaded dataset2023
Bps Supply Group Health & Welfare PlanBps Supply Groupnot reported in the loaded dataset2023

Related Form 5500 pages