2023 Form 5500 filing — Casa Pacifica 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240807171424NAL0003804321001) for Casa Pacifica 401(K) Plan, reported by Casa Pacifica Centers For Children And Families under EIN 77-0195022 and plan number 003. It reports 432 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807171424NAL0003804321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Casa Pacifica Centers For Children And Families
- EIN
- 77-0195022
- Plan number
- 003
- Location
- Camarillo, CA
- Participants
- 432
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,654,150
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,654,150
- Employer contributions
- $428,115
- Participant contributions
- $845,927
- Total income / additions
- $3,598,922
- Benefits paid
- $2,178,084
- Administrative expenses
- -$4,336
- Total expenses
- $2,165,042
- Net increase / (decrease)
- $1,433,880
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $19,236 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$23,572 | $0 |