Pacifica Graduate Institute Employees' Retirement Plan — Form 5500 plan (Pacifica Graduate 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, Pacifica Graduate Institute Employees' Retirement Plan is a benefit plan reported by Pacifica Graduate Institute under EIN 77-0119973 and plan number 002. The latest loaded filing year is 2023. The filing reports 165 participants and $11,854,065 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacifica Graduate Institute
- EIN
- 77-0119973
- Plan number
- 002
- Plan type
- 2
- Location
- Carpinteria, CA
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $11,854,065
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20241014183006NAL0053528530002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,854,065
- Total liabilities (EOY)
- $608,359
- Net assets (EOY)
- $11,245,706
- Net assets (BOY)
- $9,397,117
Income & contributions
- Employer contributions
- $1,032,133
- Total contributions
- $1,032,133
- Total income / additions
- $2,965,330
Expenses & distributions
- Benefits paid
- $1,072,572
- Administrative expenses
- $8,400
- Total expenses
- $1,116,741
- Net increase / (decrease)
- $1,848,589
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cliftonlarsonallen Llp | PLAN AUDITOR | $8,400 | not reported in the loaded dataset | 2023 |