2023 Form 5500 filing — Pacifica Graduate Institute Employees' 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 20241014183006NAL0053528530002) for Pacifica Graduate Institute Employees' Retirement Plan, reported by Pacifica Graduate Institute under EIN 77-0119973 and plan number 002. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014183006NAL0053528530002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacifica Graduate Institute
- EIN
- 77-0119973
- Plan number
- 002
- Location
- Carpinteria, CA
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,854,065
- Total liabilities (EOY)
- $608,359
- Net assets (EOY)
- $11,245,706
- Employer contributions
- $1,032,133
- Total income / additions
- $2,965,330
- Benefits paid
- $1,072,572
- Administrative expenses
- $8,400
- Total expenses
- $1,116,741
- Net increase / (decrease)
- $1,848,589
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarsonallen Llp | PLAN AUDITOR | $8,400 | not reported in the loaded dataset |