Incloud LLC — 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, Incloud LLC (EIN 46-5342154) is a plan sponsor located in Concord, 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
46-5342154
Location
Concord, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Incloud LLC

  • 2 loaded plans hold $12.2M in reported assets.
  • The largest, Ontra 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 569 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.2MSummed across loaded plans$12,222,764
Total reported assets$12.2M$12,222,764
Total reported participants569
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$12.2M total assets
Net assets$12.2MLiabilities
Contributions & income
Employer contributionsNot reported
Participant contributions$3.5M
Total income / additions$6.3M
Expenses & distributions
Benefits paid / distributions$395.9K
Total expenses$396.5K
Net increase / (decrease)$5.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Ontra 401(K) Plan
Participants per plan285Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 268 participants · 2023
  2. 2
    Incloud LLC Health And Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 301 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Incloud LLC. Open one for its full reported snapshot.

  1. 2023
    Incloud LLC Health And Welfare Benefits Plan301 participants · 2No schedules
    View filing →
  2. 2023
    Ontra 401(K) Plan268 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Incloud LLC report on Form 5500?
Incloud LLC (EIN 46-5342154) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Incloud LLC?
The Employer Identification Number (EIN) reported for Incloud LLC is 46-5342154.
What is the latest Form 5500 filing year for Incloud LLC?
The latest loaded Form 5500 filing year for Incloud LLC is 2023.

Related Form 5500 pages