Palo Alto University, Inc. Combined 403(B) Plan — Form 5500 plan (Palo Alto University, 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, Palo Alto University, Inc. Combined 403(B) Plan is a benefit plan reported by Palo Alto University, Inc under EIN 94-2340692 and plan number 001. The latest loaded filing year is 2023. The filing reports 319 participants and $30,153,096 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Palo Alto University, Inc
- EIN
- 94-2340692
- Plan number
- 001
- Plan type
- 2
- Location
- Palo Alto, CA
- Latest filing year
- 2023
- Participants
- 319
- End-of-year plan assets
- $30,153,096
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 319 | H, C | 20250509125052NAL0013315489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,153,096
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,153,096
- Net assets (BOY)
- $27,505,513
Income & contributions
- Employer contributions
- $907,238
- Participant contributions
- $1,274,452
- Total contributions
- $2,425,230
- Total income / additions
- $5,761,061
Expenses & distributions
- Benefits paid
- $3,048,090
- Administrative expenses
- $65,388
- Total expenses
- $3,113,478
- Net increase / (decrease)
- $2,647,583
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hood & Strong Llp | AUDITOR | $32,250 | not reported in the loaded dataset | 2023 |
| Multnomah Group, Inc | ADVISOR | $21,173 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $6,693 | $0 | 2023 |
| Pentegra Services, Inc. | CONSULTING | $5,497 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Palo Alto University, Inc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Palo Alto, CA
- Hood & Strong Llp — Schedule C compensation
- Multnomah Group, Inc — Schedule C compensation
- Tiaa — Schedule C compensation
- Pentegra Services, Inc. — Schedule C compensation