Windsor, 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, Windsor, CA has 8 loaded benefit plan(s) reported by 6 plan sponsor(s), with $12,901,820 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $12,901,820
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $12,901,820
Contributions & income
- Employer contributions
- $347,945
- Participant contributions
- $745,083
- Total income / additions
- $2,984,471
Expenses & distributions
- Benefits paid / distributions
- $5,252,386
- Total expenses
- $5,348,998
- Net increase / (decrease)
- -$2,364,527
Coverage
- Total reported participants
- 1,243
- Plans with financial statements
- 6
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Windsor, 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 |
|---|---|---|---|
| Aaction Rents Profit Sharing Plan | Grill Brothers Partnership Dba Aaction Rents | $3,677,289 | 2023 |
| Munro, Booth & Cutruzzola 401(K) Profit Sharing Plan | Munro, Booth & Cutruzzola | $2,936,788 | 2023 |
| 23 Bottles Of Beer LLC 401(K) Plan | 23 Bottles Of Beer LLC | $2,687,410 | 2023 |
| Chancellor Health Care, 401(K) Retirement Plan | Chancellor Health Care, Inc. | $2,166,644 | 2023 |
| American Tank Co Inc 401k Profit Sharing Plan | American Tank Co Inc | $1,233,689 | 2023 |
| Alpha Chemical Laboratories Retirement Plan | Alpha Chemical Laboratories | $200,000 | 2023 |
| Russian River Brewing Company Welfare Plan | 23 Bottles Of Beer, LLC Dba Russian River Brewing Company | not reported in the loaded dataset | 2023 |
| Chancellor Health Care, Inc. Welfare Benefits Plan | Chancellor Health Care, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Windsor → · Windsor plans by participants → · Windsor plans with financial data → · Windsor plans with provider compensation → · $1B+ plans in Windsor →
Related Form 5500 pages
- All CA Form 5500 filings
- Aaction Rents Profit Sharing Plan (plan 001)
- Grill Brothers Partnership Dba Aaction Rents — all reported plans
- Munro, Booth & Cutruzzola 401(K) Profit Sharing Plan (plan 001)
- Munro, Booth & Cutruzzola — all reported plans
- 23 Bottles Of Beer LLC 401(K) Plan (plan 001)
- 23 Bottles Of Beer LLC — all reported plans
- Chancellor Health Care, 401(K) Retirement Plan (plan 001)
- Chancellor Health Care, Inc. — all reported plans
- American Tank Co Inc 401k Profit Sharing Plan (plan 001)
- American Tank Co Inc — all reported plans
- Alpha Chemical Laboratories Retirement Plan (plan 001)
- Alpha Chemical Laboratories — all reported plans
- Russian River Brewing Company Welfare Plan (plan 501)
- Chancellor Health Care, Inc. Welfare Benefits Plan (plan 501)
- Methodology
- Data sources