2023 Form 5500 filing — Palo Alto University, Inc. Combined 403(B) 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 20250509125052NAL0013315489001) for Palo Alto University, Inc. Combined 403(B) Plan, reported by Palo Alto University, Inc under EIN 94-2340692 and plan number 001. It reports 319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250509125052NAL0013315489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Palo Alto University, Inc
- EIN
- 94-2340692
- Plan number
- 001
- Location
- Palo Alto, CA
- Participants
- 319
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,153,096
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,153,096
- Employer contributions
- $907,238
- Participant contributions
- $1,274,452
- Total income / additions
- $5,761,061
- Benefits paid
- $3,048,090
- Administrative expenses
- $65,388
- Total expenses
- $3,113,478
- Net increase / (decrease)
- $2,647,583
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hood & Strong Llp | AUDITOR | $32,250 | not reported in the loaded dataset |
| Multnomah Group, Inc | ADVISOR | $21,173 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $6,693 | $0 |
| Pentegra Services, Inc. | CONSULTING | $5,497 | not reported in the loaded dataset |