Incline Village, NV 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, Incline Village, NV has 10 loaded benefit plan(s) reported by 9 plan sponsor(s), with $62,455,103 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $62,455,103
- Total reported liabilities (EOY)
- $1,743
- Total reported net assets (EOY)
- $62,453,360
Contributions & income
- Employer contributions
- $1,653,506
- Participant contributions
- $10,896,807
- Total income / additions
- $24,618,183
Expenses & distributions
- Benefits paid / distributions
- $3,476,377
- Total expenses
- $3,577,774
- Net increase / (decrease)
- $21,040,409
Coverage
- Total reported participants
- 1,137
- Plans with financial statements
- 9
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Incline Village, NV 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 |
|---|---|---|---|
| Socure Inc. 401(K) Plan | Socure Inc. | $24,033,671 | 2023 |
| Zazove Associates 401k Profit Sharing Plan And Trust | Zazove Associates, LLC. | $11,442,737 | 2023 |
| Ridgeline, Inc. 401(K) Plan | Ridgeline, Inc. | $10,398,482 | 2023 |
| Maverick Springs LLC Profit Sharing Plan | Maverick Springs LLC | $6,404,297 | 2023 |
| James Y. Chang Defined Benefit Pension Plan | James Y. Chang | $3,483,060 | 2023 |
| Chris Plastiras Keogh Plan | Chris Plastiras | $3,052,978 | 2023 |
| Soli Real Estate LLC Profit-Sharing Plan And Trust | Soli Real Estate LLC | $2,436,798 | 2023 |
| K Corporation 401k Profit Sharing Plan And Trust | K Corporation | $1,159,712 | 2023 |
| Activ Capital Strategies Inc. 401(K) Plan | Activ Capital Strategies Inc. | $43,368 | 2023 |
| Socure, Inc. Health And Welfare Plan | Socure, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Incline Village → · Incline Village plans by participants → · Incline Village plans with financial data → · Incline Village plans with provider compensation → · $1B+ plans in Incline Village →
Related Form 5500 pages
- All NV Form 5500 filings
- Socure Inc. 401(K) Plan (plan 001)
- Socure Inc. — all reported plans
- Zazove Associates 401k Profit Sharing Plan And Trust (plan 002)
- Zazove Associates, LLC. — all reported plans
- Ridgeline, Inc. 401(K) Plan (plan 001)
- Ridgeline, Inc. — all reported plans
- Maverick Springs LLC Profit Sharing Plan (plan 001)
- Maverick Springs LLC — all reported plans
- James Y. Chang Defined Benefit Pension Plan (plan 001)
- James Y. Chang — all reported plans
- Chris Plastiras Keogh Plan (plan 001)
- Chris Plastiras — all reported plans
- Soli Real Estate LLC Profit-Sharing Plan And Trust (plan 001)
- Soli Real Estate LLC — all reported plans
- K Corporation 401k Profit Sharing Plan And Trust (plan 001)
- K Corporation — all reported plans
- Activ Capital Strategies Inc. 401(K) Plan (plan 001)
- Activ Capital Strategies Inc. — all reported plans
- Socure, Inc. Health And Welfare Plan (plan 501)
- Methodology
- Data sources