Plan5500

South Lake Tahoe, 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, South Lake Tahoe, CA has 13 loaded benefit plan(s) reported by 10 plan sponsor(s), with $132,151,298 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
10
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$132.1MSummed across loaded plans$132,068,181
Total reported assets$132.2M$132,151,298
Total reported participants2.8K2,825
Total reported liabilities$83.1K$83,117

Reported net position

Reported assets = net assets + liabilities (summed)$132.2M total assets
Net assets$132.1MLiabilities$83.1K
Contributions & income
Employer contributions$4.5M
Participant contributions$8.2M
Total income / additions$29.2M
Expenses & distributions
Benefits paid / distributions$12.1M
Total expenses$12.3M
Net increase / (decrease)$16.9M

Data coverage

Plans with financial statements10 / 13 (77%)
Plans with provider compensation4 / 13 (31%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for South Lake Tahoe, 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

South Lake Tahoe market comparison

Largest plan share of assets68%Barton Health 403(B) Plan
Participants per plan217Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in South Lake Tahoe

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

  1. 1
    Barton Health 403(B) Plan$89.6M
    Barton Healthcare System · 2023
  2. 2
    South Tahoe Group Pension Plan$20.2M
    South Tahoe Refuse Co., Inc. · 2023
  3. 3
    Environmental Incentives, LLC 401(K) Plan$8.2M
    Environmental Incentives, LLC · 2023
  4. 4
    Novasel & Schwarte Investments, Inc. Profit Sharing Plan$7.6M
    Novasel & Schwarte Investments, Inc. · 2023
  5. 5
    Barnett & Associates Accountancy Corp. Profit Sharing Plan$4.2M
    Barnett & Associates Accountancy Corporation · 2023
  6. 6
    Hatch Electric, Inc. Defined Contribution Pension Plan$1.2M
    Hatch Electric, A California Corporation · 2023
  7. 7
    Haen Constructors Profit Sharing Plan$588K
    Thomas Haen Company, Inc. · 2023
  8. 8
    Abby Cohen, Md, A Professional Corp. Pension Plan$391.4K
    Abby Cohen, Md, A Professional Corporation · 2023
  9. 9
    Black Jack Pet Co. 401(K) Plan$154.1K
    Black Jack Pet Co. · 2023
  10. 10
    Kaufman & Cerceo Profit Sharing Plan$3.2K
    Jeanie Frances Kaufman, Dds And Chris Allen Cerceo, Dds, Inc. · 2023
  11. 11
    Environmental Incentives, LLC Employee Benefits Plannot reported in the loaded dataset
    Environmental Incentives, LLC · 2023
  12. 12
    South Tahoe Group Employee Welfare Plannot reported in the loaded dataset
    South Tahoe Refuse Company Inc · 2023
  13. 13
    Barton Healthcare System Welfare Benefit Plannot reported in the loaded dataset
    Barton Memorial Hospital · 2023

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

Related Form 5500 pages