Pavir Retirement Plan — Form 5500 plan (Palo Alto Veterans Institute For Research)
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, Pavir Retirement Plan is a benefit plan reported by Palo Alto Veterans Institute For Research under EIN 77-0207331 and plan number 001. The latest loaded filing year is 2023. The filing reports 416 participants and $34,832,052 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Palo Alto Veterans Institute For Research
- EIN
- 77-0207331
- Plan number
- 001
- Plan type
- 2
- Location
- Palo Alto, CA
- Latest filing year
- 2023
- Participants
- 416
- End-of-year plan assets
- $34,832,052
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 416 | H, C | 20240808105610NAL0004836993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,832,052
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,832,052
- Net assets (BOY)
- $29,660,157
Income & contributions
- Employer contributions
- $918,302
- Participant contributions
- $1,375,799
- Total contributions
- $2,294,297
- Total income / additions
- $7,458,568
Expenses & distributions
- Benefits paid
- $2,229,953
- Administrative expenses
- $56,720
- Total expenses
- $2,286,673
- Net increase / (decrease)
- $5,171,895
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vita Planning Group LLC | NONE | $43,037 | not reported in the loaded dataset | 2023 |
| Stancorp Financial Group | NONE | $34,684 | not reported in the loaded dataset | 2023 |