2023 Form 5500 filing — Pavir Retirement 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 20240808105610NAL0004836993001) for Pavir Retirement Plan, reported by Palo Alto Veterans Institute For Research under EIN 77-0207331 and plan number 001. It reports 416 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808105610NAL0004836993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Palo Alto Veterans Institute For Research
- EIN
- 77-0207331
- Plan number
- 001
- Location
- Palo Alto, CA
- Participants
- 416
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,832,052
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,832,052
- Employer contributions
- $918,302
- Participant contributions
- $1,375,799
- Total income / additions
- $7,458,568
- Benefits paid
- $2,229,953
- Administrative expenses
- $56,720
- Total expenses
- $2,286,673
- Net increase / (decrease)
- $5,171,895
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vita Planning Group LLC | NONE | $43,037 | not reported in the loaded dataset |
| Stancorp Financial Group | NONE | $34,684 | not reported in the loaded dataset |