Saticoy Lemon Association — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Saticoy Lemon Association (EIN 95-1193510) is a plan sponsor located in Santa Paula, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
95-1193510
Location
Santa Paula, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$18,121,981
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$18,121,981

Contributions & income

Employer contributions
$613,605
Participant contributions
$745,403
Total income / additions
$3,649,178

Expenses & distributions

Benefits paid / distributions
$1,244,284
Total expenses
$1,301,087
Net increase / (decrease)
$2,348,091

Coverage

Total reported participants
480
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Saticoy Lemon Association plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Saticoy Lemon Association 401(K) / Profit Sharing Plan002307$18,121,9812023
Saticoy Lemon Association Employee Benefits Plan502173not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Saticoy Lemon Association
YearPlanParticipantsSchedulesFiling
2023Saticoy Lemon Association Employee Benefits Plan17320240423144531NAL0021143970001
2023Saticoy Lemon Association 401(K) / Profit Sharing Plan307H, C20240806134104NAL0002314769001
2023Saticoy Lemon Association Employee Benefits Plan23920250529120413NAL0007779489002

Related Form 5500 pages