2023 Form 5500 filing — Pancreatic Cancer Action Network 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 20240910184253NAL0010621072001) for Pancreatic Cancer Action Network 401(K) Plan, reported by Pancreatic Cancer Action Network under EIN 33-0841281 and plan number 001. It reports 259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910184253NAL0010621072001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pancreatic Cancer Action Network
- EIN
- 33-0841281
- Plan number
- 001
- Location
- Manhattan Beach, CA
- Participants
- 259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,043,781
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,043,781
- Employer contributions
- $743,392
- Participant contributions
- $1,472,556
- Total income / additions
- $5,105,500
- Benefits paid
- $1,937,647
- Administrative expenses
- $44,647
- Total expenses
- $1,982,294
- Net increase / (decrease)
- $3,123,206
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | INVESTMENT ADVISOR | $26,967 | not reported in the loaded dataset |
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $16,074 | not reported in the loaded dataset |
| Cfm Advisors | INVESTMENT ADVISOR | $1,065 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $541 | $0 |