The David And Lucile Packard Foundation Employee Contribution Retirement Plan — Form 5500 plan (The David And Lucile Packard Foundation)
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, The David And Lucile Packard Foundation Employee Contribution Retirement Plan is a benefit plan reported by The David And Lucile Packard Foundation under EIN 94-2278431 and plan number 003. The latest loaded filing year is 2023. The filing reports 173 participants and $32,321,632 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The David And Lucile Packard Foundation
- EIN
- 94-2278431
- Plan number
- 003
- Plan type
- 2
- Location
- Los Altos, CA
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $32,321,632
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20240923145259NAL0023759650001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,321,632
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,321,632
- Net assets (BOY)
- $26,913,123
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,599,212
- Total contributions
- $1,599,212
- Total income / additions
- $7,446,328
Expenses & distributions
- Benefits paid
- $2,037,310
- Administrative expenses
- $509
- Total expenses
- $2,037,819
- Net increase / (decrease)
- $5,408,509
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$1,240 | $0 | 2023 |