How many benefit plans does Palo Alto University, Inc report on Form 5500?

Palo Alto University, Inc (EIN 94-2340692) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Palo Alto University, Inc?

The Employer Identification Number (EIN) reported for Palo Alto University, Inc is 94-2340692.

What is the latest Form 5500 filing year for Palo Alto University, Inc?

The latest loaded Form 5500 filing year for Palo Alto University, Inc is 2023.

Palo Alto University, Inc — 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, Palo Alto University, Inc (EIN 94-2340692) is a plan sponsor located in Palo Alto, CA with 1 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: 94-2340692
Location: Palo Alto, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $30,153,096
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $30,153,096

Contributions & income

Employer contributions: $907,238
Participant contributions: $1,274,452
Total income / additions: $5,761,061

Expenses & distributions

Benefits paid / distributions: $3,048,090
Total expenses: $3,113,478
Net increase / (decrease): $2,647,583

Coverage

Total reported participants: 462
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Palo Alto University, Inc plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Palo Alto University, Inc. Combined 403(B) Plan	001	319	$30,153,096	2023
Palo Alto University, Inc. Welfare Benefits Plan	501	143	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Palo Alto University, Inc
Year	Plan	Participants	Schedules	Filing
2023	Palo Alto University, Inc. Combined 403(B) Plan	319	H, C	20250509125052NAL0013315489001
2023	Palo Alto University, Inc. Welfare Benefits Plan	143	—	20250515161414NAL0013555123001