Pacific Charter Institute 401k Profit Sharing Plan — Form 5500 plan (Pacific Charter Institute)
Plain-English plan 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, Pacific Charter Institute 401k Profit Sharing Plan is a benefit plan reported by Pacific Charter Institute under EIN 16-1727094 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $8,484,851 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Charter Institute
- EIN
- 16-1727094
- Plan number
- 001
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $8,484,851
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20241005163802NAL0023072112001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,484,851
- Net assets (EOY)
- $8,484,851
- Net assets (BOY)
- $6,341,097
Income & contributions
- Employer contributions
- $256,730
- Participant contributions
- $1,241,917
- Total contributions
- $1,619,022
- Total income / additions
- $2,738,910
Expenses & distributions
- Benefits paid
- $582,109
- Administrative expenses
- $11,860
- Total expenses
- $595,156
- Net increase / (decrease)
- $2,143,754
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Region Financial Group LLC | NONE | $33,958 | $0 | 2023 |
| The Standard | NONE | $9,335 | $0 | 2023 |
| Associated Pension Consultants | NONE | $6,041 | $0 | 2023 |