How many benefit plans does Incast Asset Management, Inc. report on Form 5500?

Incast Asset Management, Inc. (EIN 26-2429216) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Incast Asset Management, Inc.?

The Employer Identification Number (EIN) reported for Incast Asset Management, Inc. is 26-2429216.

What is the latest Form 5500 filing year for Incast Asset Management, Inc.?

The latest loaded Form 5500 filing year for Incast Asset Management, Inc. is 2023.

Incast Asset Management, Inc. — 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, Incast Asset Management, Inc. (EIN 26-2429216) is a plan sponsor located in Buena Park, 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: 26-2429216
Location: Buena Park, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $8,336,763
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $8,336,763

Contributions & income

Employer contributions: $252,222
Participant contributions: $1,044,714
Total income / additions: $2,450,151

Expenses & distributions

Benefits paid / distributions: $600,672
Total expenses: $652,881
Net increase / (decrease): $1,797,270

Coverage

Total reported participants: 380
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

Incast Asset Management, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Iam 401(K) Retirement Plan	002	219	$8,336,763	2023
Incast Asset Management, Inc. Welfare Benefit Plan	503	161	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Incast Asset Management, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Incast Asset Management, Inc. Welfare Benefit Plan	161	—	20240715163519NAL0002038129001
2023	Iam 401(K) Retirement Plan	219	H, C	20241011124558NAL0036940272001