Templeton, 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, Templeton, CA has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $80,433,749 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $80,433,749
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $80,433,749
Contributions & income
- Employer contributions
- $2,698,667
- Participant contributions
- $2,353,267
- Total income / additions
- $16,013,793
Expenses & distributions
- Benefits paid / distributions
- $3,037,146
- Total expenses
- $3,541,443
- Net increase / (decrease)
- $12,472,350
Coverage
- Total reported participants
- 823
- Plans with financial statements
- 6
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Templeton, 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 |
|---|---|---|---|
| Central Coast Emergency Physicians Inc. Profit Sharing Plan | Central Coast Emergency Physicians Inc. | $32,543,421 | 2023 |
| Pacific Imaging Management LLC 401(K) Profit Sharing Plan | Pacific Imaging Management, LLC | $22,473,599 | 2023 |
| Mesa Vineyard 401(K) Retirement Plan | Mesa Vineyard Management, Inc. | $18,371,895 | 2023 |
| Corvus Wealth Advisors LLC 401(K) Profit Sharing Plan | Corvus Wealth Advisors LLC | $2,749,945 | 2023 |
| Mackay Motor Parts, Incorporated 401(K) Plan | Mackay Motor Parts, Incorporated | $2,665,082 | 2023 |
| Home And Ranch Realtors Profit Sharing Plan | Crabtree Home And Ranch Realtors, Inc. | $1,629,807 | 2023 |
| Mesa Vineyard Management, Inc. Health & Welfare Benefit Plan | Mesa Vineyard Management, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Templeton → · Templeton plans by participants → · Templeton plans with financial data → · Templeton plans with provider compensation → · $1B+ plans in Templeton →
Related Form 5500 pages
- All CA Form 5500 filings
- Central Coast Emergency Physicians Inc. Profit Sharing Plan (plan 002)
- Central Coast Emergency Physicians Inc. — all reported plans
- Pacific Imaging Management LLC 401(K) Profit Sharing Plan (plan 006)
- Pacific Imaging Management, LLC — all reported plans
- Mesa Vineyard 401(K) Retirement Plan (plan 001)
- Mesa Vineyard Management, Inc. — all reported plans
- Corvus Wealth Advisors LLC 401(K) Profit Sharing Plan (plan 001)
- Corvus Wealth Advisors LLC — all reported plans
- Mackay Motor Parts, Incorporated 401(K) Plan (plan 001)
- Mackay Motor Parts, Incorporated — all reported plans
- Home And Ranch Realtors Profit Sharing Plan (plan 001)
- Crabtree Home And Ranch Realtors, Inc. — all reported plans
- Mesa Vineyard Management, Inc. Health & Welfare Benefit Plan (plan 501)
- Methodology
- Data sources