2023 Form 5500 filing — The David And Lucile Packard Foundation Employee Contribution 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 20240923145259NAL0023759650001) for The David And Lucile Packard Foundation Employee Contribution Retirement Plan, reported by The David And Lucile Packard Foundation under EIN 94-2278431 and plan number 003. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923145259NAL0023759650001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The David And Lucile Packard Foundation
- EIN
- 94-2278431
- Plan number
- 003
- Location
- Los Altos, CA
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,321,632
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,321,632
- Employer contributions
- $0
- Participant contributions
- $1,599,212
- Total income / additions
- $7,446,328
- Benefits paid
- $2,037,310
- Administrative expenses
- $509
- Total expenses
- $2,037,819
- Net increase / (decrease)
- $5,408,509
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$1,240 | $0 |