Casa Pacifica 401(K) Plan — Form 5500 plan (Casa Pacifica Centers For Children And Families)
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, Casa Pacifica 401(K) Plan is a benefit plan reported by Casa Pacifica Centers For Children And Families under EIN 77-0195022 and plan number 003. The latest loaded filing year is 2023. The filing reports 432 participants and $15,654,150 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Casa Pacifica Centers For Children And Families
- EIN
- 77-0195022
- Plan number
- 003
- Plan type
- 2
- Location
- Camarillo, CA
- Latest filing year
- 2023
- Participants
- 432
- End-of-year plan assets
- $15,654,150
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 432 | H, C | 20240807171424NAL0003804321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,654,150
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,654,150
- Net assets (BOY)
- $14,220,270
Income & contributions
- Employer contributions
- $428,115
- Participant contributions
- $845,927
- Total contributions
- $1,280,973
- Total income / additions
- $3,598,922
Expenses & distributions
- Benefits paid
- $2,178,084
- Administrative expenses
- -$4,336
- Total expenses
- $2,165,042
- Net increase / (decrease)
- $1,433,880
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $19,236 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$23,572 | $0 | 2023 |