Belmont, 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, Belmont, CA has 20 loaded benefit plan(s) reported by 16 plan sponsor(s), with $559,882,471 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 20
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $559,882,471
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $559,882,471
Contributions & income
- Employer contributions
- $10,528,385
- Participant contributions
- $37,609,814
- Total income / additions
- $149,242,856
Expenses & distributions
- Benefits paid / distributions
- $50,385,463
- Total expenses
- $51,032,462
- Net increase / (decrease)
- $98,210,394
Coverage
- Total reported participants
- 8,952
- Plans with financial statements
- 16
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Belmont, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Npi/Nrca Employees Savings And Investment Plan | Nikon Precision Inc | $253,928,541 | 2023 |
| Ringcentral Inc. | Ringcentral Inc | $187,679,104 | 2023 |
| Notre Dame De Namur University Dc Retirement Plan | Notre Dame De Namur University | $45,920,910 | 2023 |
| Woodmont Real Estate Services, L.P. 401(K) Profit Sharing Plan | Woodmont Real Estate Services, Lp | $28,748,701 | 2023 |
| Charles Armstrong School Defined Contribution Retirement Plan | Charles Armstrong School | $22,706,499 | 2023 |
| Star Elevator, Inc. 401(K) Savings And Profit Sharing Plan | Star Elevator Inc. | $8,291,776 | 2023 |
| Innovative Mechanical, Inc. 401(K) Profit Sharing Plan | Innovative Mechanical, Inc. | $4,520,025 | 2023 |
| Moquin Press 401(K) Plan | Moquin Press, Inc. | $2,959,835 | 2023 |
| Nick Humeny & Co., Inc. Profit Sharing Plan | Nick Humeny & Co., Inc. | $2,355,004 | 2023 |
| Rb Ventures Inc. 401(K) Plan | Rb Ventures Inc. | $1,553,287 | 2023 |
| Dasa Ventures, Inc. 401k Profit Sharing Plan | Dasa Ventures, Inc. | $370,498 | 2023 |
| Epc Computer Solutions Inc 401(K) Profit Sharing Plan & Trust | Epc Computer Solutions Inc | $310,561 | 2023 |
| Kirberg Motors, Inc. Profit Sharing Plan | Kirberg Motors, Inc. | $278,540 | 2023 |
| Yaeger Dental Supply, Inc. Profit Sharing Plan | Yaeger Dental Supply, Inc. | $259,190 | 2023 |
| Mathvisors, Inc. 401(K) Profit Sharing Plan | Mathvisors, Inc. | $0 | 2023 |
| Les Kelley, Inc., Profit Sharing Plan | Les Kelley, Inc. | $0 | 2023 |
| Nikon Precision Inc. Group Benefit Plan | Nikon Precision Inc. | not reported in the loaded dataset | 2023 |
| Woodmont Real Estate Services Health & Welfare Plan | Woodmont Real Estate Services, L.P. | not reported in the loaded dataset | 2023 |
| Ringcentral, Inc. Welfare Benefits Plan | Ringcentral, Inc. | not reported in the loaded dataset | 2023 |
| Ringcentral, Inc. Severance Plan | Ringcentral, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Belmont → · Belmont plans by participants → · Belmont plans with financial data → · Belmont plans with provider compensation → · $1B+ plans in Belmont →
Related Form 5500 pages
- All CA Form 5500 filings
- Npi/Nrca Employees Savings And Investment Plan (plan 002)
- Nikon Precision Inc — all reported plans
- Ringcentral Inc. (plan 001)
- Ringcentral Inc — all reported plans
- Notre Dame De Namur University Dc Retirement Plan (plan 001)
- Notre Dame De Namur University — all reported plans
- Woodmont Real Estate Services, L.P. 401(K) Profit Sharing Plan (plan 001)
- Woodmont Real Estate Services, Lp — all reported plans
- Charles Armstrong School Defined Contribution Retirement Plan (plan 001)
- Charles Armstrong School — all reported plans
- Star Elevator, Inc. 401(K) Savings And Profit Sharing Plan (plan 004)
- Star Elevator Inc. — all reported plans
- Innovative Mechanical, Inc. 401(K) Profit Sharing Plan (plan 002)
- Innovative Mechanical, Inc. — all reported plans
- Moquin Press 401(K) Plan (plan 001)
- Moquin Press, Inc. — all reported plans
- Nick Humeny & Co., Inc. Profit Sharing Plan (plan 001)
- Nick Humeny & Co., Inc. — all reported plans
- Rb Ventures Inc. 401(K) Plan (plan 001)
- Rb Ventures Inc. — all reported plans
- Dasa Ventures, Inc. 401k Profit Sharing Plan (plan 001)
- Dasa Ventures, Inc. — all reported plans
- Epc Computer Solutions Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Epc Computer Solutions Inc — all reported plans
- Kirberg Motors, Inc. Profit Sharing Plan (plan 001)
- Kirberg Motors, Inc. — all reported plans
- Yaeger Dental Supply, Inc. Profit Sharing Plan (plan 001)
- Yaeger Dental Supply, Inc. — all reported plans
- Mathvisors, Inc. 401(K) Profit Sharing Plan (plan 001)
- Mathvisors, Inc. — all reported plans
- Methodology
- Data sources