2023 Form 5500 filing — Pasadena Center Operating Company 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 20241014183230NAL0013743539001) for Pasadena Center Operating Company 401(K) Plan, reported by Pasadena Center Operating Company under EIN 95-2855166 and plan number 001. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014183230NAL0013743539001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pasadena Center Operating Company
- EIN
- 95-2855166
- Plan number
- 001
- Location
- Pasadena, CA
- Participants
- 119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,293,854
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,293,854
- Employer contributions
- $291,751
- Participant contributions
- $332,442
- Total income / additions
- $1,855,019
- Benefits paid
- $240,117
- Administrative expenses
- $11,688
- Total expenses
- $251,805
- Net increase / (decrease)
- $1,603,214
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sbhu/Morgan Stanley Smith Barney | BROKER | $0 | $18,685 |
| Transamerica Retirement Solutions, | RECORDKEEPER | $7,952 | $0 |