Los Gatos, 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, Los Gatos, CA has 44 loaded benefit plan(s) reported by 37 plan sponsor(s), with $2,282,114,826 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
44
Plan sponsors
37
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,282,114,826
Total reported liabilities (EOY)
$35,848
Total reported net assets (EOY)
$2,282,078,978

Contributions & income

Employer contributions
$91,091,348
Participant contributions
$213,924,743
Total income / additions
$717,315,850

Expenses & distributions

Benefits paid / distributions
$125,813,573
Total expenses
$127,214,716
Net increase / (decrease)
$590,101,134

Coverage

Total reported participants
25,263
Plans with financial statements
36
Plans with provider compensation
11

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Los Gatos, 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

Largest loaded plans in Los Gatos, CA
PlanSponsorReported assets (EOY)Year
Netflix 401(K) PlanNetflix, Inc.$1,797,693,6362023
Usertesting 401(K) PlanUserzoom Technologies, Inc.$62,542,7392023
Usertesting 401(K) PlanUserzoom Technologies, Inc.$62,542,7392023
Usertesting 401(K) PlanUserzoom Technologies, Inc.$62,542,7392023
Infogain 401(K) Savings PlanInfogain Corporation$51,053,9442023
San Jose Medical Group, Inc. 401(K) PlanSan Jose Medical Group, Inc.$47,271,4182023
Xactly Corporation 401(K) PlanXactly Corporation$44,261,4032023
H.T. Harvey & Associates 401(K) PlanTriple Hs, Incorporated$25,535,5292023
Protrials Research, Inc. 401(K) Profit Sharing PlanProtrials Research, Inc.$19,838,1352023
Kirkorian Enterprises LLC Profit Sharing PlanKirkorian Enterprises LLC$19,726,0262023
Hillbrook School Defined Contribution Retirement PlanHillbrook School$17,239,1852023
Jagat B. Satia, M.D., A Medical Corp. Profit Sharing PlanJagat B. Satia, M.D., A Medical Corp.$10,823,5602023
California Pacific Pathology Medical Group Profit Sharing & 401(K) PlanCalifornia Pacific Pathology Medical Group C/O Silicon Valley West, In$9,889,3972023
Impetus Technologies, Inc. 401(K) PlanImpetus Technologies, Inc.$7,413,7192023
The George Sorich Company Profit-Sharing PlanThe George Sorich Company$6,409,1462023
Scharf Investments LLC 401(K) Profit Sharing Plan & TrustScharf Investments LLC$5,861,8362023
Kirk A. Churukian, M.D., Inc. Profit Sharing PlanKirk A. Churukian, M.D., Inc.$5,674,0882023
Atomera Incorporated 401(K) PlanAtomera, Inc.$5,623,2222023
Silicon Valley Medical Development, LLC 401(K) PlanSilicon Valley Medical Development, LLC$5,285,1902023
Willow Street Pizza 401k PlanWillow Street Wood Fired Pizza Los Gatos$3,020,3222023
Ayer Pension PlanGopi N. Ayer, M.D.$2,920,3822023
Simon P. Morris, D.D.S. 401(K) Profit Sharing PlanSimon P. Morris, D.D.S., Inc.$2,748,4182023
Procurant Usa 401(K) PlanProcurant Usa LLC$2,136,6142023
Ayer Profit Sharing PlanGopi N. Ayer, M.D.$1,620,6092023
San Jose Electric Retirement PlanSan Jose Electric$752,9272023

Related Form 5500 pages