Plan5500

Nicasio, 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, Nicasio, CA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $11,156,832 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Nicasio

  • 2 loaded plans hold $11.2M in reported assets across 2 sponsors.
  • The largest, George Lucas Educational Foundation 403(B)(7), holds 79% of reported Nicasio plan assets.
  • Plans cover 119 participants — about 60 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.2MSummed across loaded plans$11,156,832
Total reported assets$11.2M$11,156,832
Total reported participants119
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.2M total assets
Net assets$11.2MLiabilities$0
Contributions & income
Employer contributions$163.4K
Participant contributions$314.2K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.6M
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Nicasio market comparison

Largest plan share of assets79%George Lucas Educational Foundation 403(B)(7)
Participants per plan60Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Nicasio

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

  1. 1
    George Lucas Educational Foundation 403(B)(7)$8.8M
    George Lucas Educational Foundation · 2023
  2. 2
    Nob Hill Cat Clinic Profit Sharing Plan$2.4M
    Ruth A. Doe, Dvm · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Nicasio, CA?
2 plan(s) reported by 2 sponsor(s) are loaded for Nicasio, CA.

Related Form 5500 pages