Pacific Institute For Research And Evaluation Inc. Profit Sharing Plan And Trust — Form 5500 plan (Pacific Institute For Research And Evaluation Inc.)
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 Institute For Research And Evaluation Inc. Profit Sharing Plan And Trust is a benefit plan reported by Pacific Institute For Research And Evaluation Inc. under EIN 94-2243283 and plan number 004. The latest loaded filing year is 2023. The filing reports 305 participants and $46,838,084 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Institute For Research And Evaluation Inc.
- EIN
- 94-2243283
- Plan number
- 004
- Plan type
- 2
- Location
- Beltsville, MD
- Latest filing year
- 2023
- Participants
- 305
- End-of-year plan assets
- $46,838,084
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 305 | H, C | 20241011094337NAL0022503953005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,838,084
- Net assets (EOY)
- $46,838,084
- Net assets (BOY)
- $42,759,776
Income & contributions
- Employer contributions
- $967,054
- Total contributions
- $987,823
- Total income / additions
- $6,803,100
Expenses & distributions
- Benefits paid
- $2,673,986
- Administrative expenses
- $50,806
- Total expenses
- $2,724,792
- Net increase / (decrease)
- $4,078,308
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc | NONE | $26,639 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc | not reported in the loaded dataset | $9,314 | not reported in the loaded dataset | 2023 |
| Flexpath Strategies LLC | NONE | $9,297 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $5,466 | $0 | 2023 |