Plan5500

Spreckels, 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, Spreckels, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $7,270,702 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Spreckels

  • 1 loaded plans hold $7.3M in reported assets across 1 sponsors.
  • The largest, Blazerwilkinsongee, LLC 401(K) Profit Sharing Plan And Trust, holds 100% of reported Spreckels plan assets.
  • Plans cover 895 participants — about 895 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.3MSummed across loaded plans$7,269,293
Total reported assets$7.3M$7,270,702
Total reported participants895
Total reported liabilities$1.4K$1,409

Reported net position

Reported assets = net assets + liabilities (summed)$7.3M total assets
Net assets$7.3MLiabilities$1.4K
Contributions & income
Employer contributions$305.7K
Participant contributions$562.7K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$852K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Spreckels, 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.

Computed from loaded plans

Spreckels market comparison

Largest plan share of assets100%Blazerwilkinsongee, LLC 401(K) Profit Sharing Plan And Trust
Participants per plan895Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Spreckels

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Blazerwilkinsongee, LLC 401(K) Profit Sharing Plan And Trust$7.3M
    Blazerwilkinsongee, LLC · 2023

Largest plans in Spreckels → · Spreckels plans by participants → · Spreckels plans with financial data → · Spreckels plans with provider compensation → · $1B+ plans in Spreckels →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Spreckels, CA?
1 plan(s) reported by 1 sponsor(s) are loaded for Spreckels, CA.

Related Form 5500 pages