2023 Form 5500 filing — Pacific Premier Bank 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 20240924161115NAL0013035297003) for Pacific Premier Bank 401(K) Plan, reported by Pacific Premier Bank under EIN 95-3811107 and plan number 001. It reports 2,288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$114.7MReported net assets$114,663,593
Participants2.3K2,288
Provider compensation$293.8K5 Schedule C row(s)$293,812
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240924161115NAL0013035297003
Plan sponsor
Pacific Premier Bank
EIN
95-3811107
Plan number
001
Location
Irvine, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$114.7M total assets
Net assets$114.7MLiabilities
Money in vs. money out
Total income / additions$32.2M
Total expenses$16.5M
Benefits paid / distributions$16M
Contributions
Employer$4.8M
Participant$10.1M
Full reported line items
Total assets (EOY)
$114,663,593
Net assets (EOY)
$114,663,593
Employer contributions
$4,848,265
Participant contributions
$10,092,650
Total income / additions
$32,212,014
Benefits paid
$16,044,062
Administrative expenses
$470,561
Total expenses
$16,514,623
Net increase / (decrease)
$15,697,391
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    BROKER/DEALER · Indirect $142.6K
  2. 2
    SERVICE PROVIDER · Indirect $52.4K
  3. 3
    SERVICE PROVIDER · Indirect $52.4K
  4. 4
    TPA · Direct $39K
  5. 5
    SERVICE PROVIDER · Direct $7.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924161115NAL0013035297003 cover?
It is the 2023 Form 5500 filing for Pacific Premier Bank 401(K) Plan, reported by Pacific Premier Bank (EIN 95-3811107).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages