Inception Homes, INC Dba Advantage Homes 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Inception Homes, INC Dba Advantage Homes
  • Sponsor EIN: 461502377
  • Sponsor Address: 2890 MONTEREY ROAD, SAN JOSE, CA, 95111
  • Plan Type: 401(k)
  • Total Participants: 33
  • Total Assets: $1.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202433$1.8M$69,871$99,258
202331$1.6M$72,822$104,959
202228$1.2M$67,491$89,594

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