Valley Center, 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, Valley Center, CA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $38,369,074 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $38,369,074
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $38,369,074
Contributions & income
- Employer contributions
- $1,407,126
- Participant contributions
- $2,353,503
- Total income / additions
- $8,058,596
Expenses & distributions
- Benefits paid / distributions
- $3,359,887
- Total expenses
- $3,501,306
- Net increase / (decrease)
- $4,557,290
Coverage
- Total reported participants
- 1,932
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Valley Center, 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 |
|---|---|---|---|
| Valley View Casino 401(K) Plan & Trust | San Pasqual Casino Dev Group | $33,243,611 | 2023 |
| Mercy Medical Transportation, Inc. 401(K) Plan | Mercy Medical Transportation, Inc. | $4,849,394 | 2023 |
| Jeami, Inc. 401(K) Plan | Jeami, Inc. | $275,070 | 2023 |
| Re Garrison Consulting Retirement Plan | Re Garrison Consulting | $999 | 2023 |
| Valley View Casino Health & Welfare Plan | San Pasqual Casino Development Group, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Valley Center → · Valley Center plans by participants → · Valley Center plans with financial data → · Valley Center plans with provider compensation → · $1B+ plans in Valley Center →
Related Form 5500 pages
- All CA Form 5500 filings
- Valley View Casino 401(K) Plan & Trust (plan 001)
- San Pasqual Casino Dev Group — all reported plans
- Mercy Medical Transportation, Inc. 401(K) Plan (plan 001)
- Mercy Medical Transportation, Inc. — all reported plans
- Jeami, Inc. 401(K) Plan (plan 001)
- Jeami, Inc. — all reported plans
- Re Garrison Consulting Retirement Plan (plan 001)
- Re Garrison Consulting — all reported plans
- Valley View Casino Health & Welfare Plan (plan 503)
- Methodology
- Data sources