Indio, 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, Indio, CA has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $41,819,898 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $41,819,898
- Total reported liabilities (EOY)
- $28,650,236
- Total reported net assets (EOY)
- $13,169,662
Contributions & income
- Employer contributions
- $3,730,793
- Participant contributions
- $3,383,150
- Total income / additions
- -$13,275,690
Expenses & distributions
- Benefits paid / distributions
- $2,803,688
- Total expenses
- $3,969,066
- Net increase / (decrease)
- -$17,244,756
Coverage
- Total reported participants
- 2,498
- Plans with financial statements
- 7
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Indio, 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 |
|---|---|---|---|
| Evtda Dba Fantasy Springs Resort Casino 401(K) Plan | East Valley Tourist Development Authority Dba | $27,406,004 | 2023 |
| Nldm Employee Stock Ownership Plan | Next Level Door & Millwork, Inc. | $9,129,500 | 2023 |
| J. Velarde, Inc. 401(K) Profit Sharing Plan | J. Velarde, Inc. Dba Chrysler Jeep Dodge Center | $2,513,500 | 2023 |
| Dateland Construction/Coronet Concrete Profit Sharing 401(K) Plan | Coronet Concrete Products, Inc. | $1,858,915 | 2023 |
| Dd 29 Enterprises, Inc 401(K) Plan | Dd 29 Enterprises, Inc | $468,172 | 2023 |
| Mikliz Retirement Plan | Mikliz, Incorporated | $277,184 | 2023 |
| Pwlc Ii Inc 401(K) Profit Sharing Plan & Trust | Pwlc Ii Inc | $166,623 | 2023 |
| Next Level Door & Millwork, Inc. Health And Welfare Plan | Next Level Door & Millwork, Inc | not reported in the loaded dataset | 2023 |
| Next Level Door & Millwork, Inc Group Insurance Plan_eq | Next Level Door & Millwork, Inc | not reported in the loaded dataset | 2023 |
Largest plans in Indio → · Indio plans by participants → · Indio plans with financial data → · Indio plans with provider compensation → · $1B+ plans in Indio →
Related Form 5500 pages
- All CA Form 5500 filings
- Evtda Dba Fantasy Springs Resort Casino 401(K) Plan (plan 001)
- East Valley Tourist Development Authority Dba — all reported plans
- Nldm Employee Stock Ownership Plan (plan 002)
- Next Level Door & Millwork, Inc. — all reported plans
- J. Velarde, Inc. 401(K) Profit Sharing Plan (plan 001)
- J. Velarde, Inc. Dba Chrysler Jeep Dodge Center — all reported plans
- Dateland Construction/Coronet Concrete Profit Sharing 401(K) Plan (plan 001)
- Coronet Concrete Products, Inc. — all reported plans
- Dd 29 Enterprises, Inc 401(K) Plan (plan 001)
- Dd 29 Enterprises, Inc — all reported plans
- Mikliz Retirement Plan (plan 001)
- Mikliz, Incorporated — all reported plans
- Pwlc Ii Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Pwlc Ii Inc — all reported plans
- Next Level Door & Millwork, Inc. Health And Welfare Plan (plan 501)
- Next Level Door & Millwork, Inc Group Insurance Plan_eq (plan 504)
- Methodology
- Data sources