Pacific Maritime Association Qualified Deferred Compensation Plan — Form 5500 plan (Pacific Maritime Association)
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 Maritime Association Qualified Deferred Compensation Plan is a benefit plan reported by Pacific Maritime Association under EIN 94-2914940 and plan number 333. The latest loaded filing year is 2023. The filing reports 262 participants and $92,565,317 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Maritime Association
- EIN
- 94-2914940
- Plan number
- 333
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 262
- End-of-year plan assets
- $92,565,317
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 262 | H, C | 20250115185254NAL0022116865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $92,565,317
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $92,565,317
- Net assets (BOY)
- $78,971,715
Income & contributions
- Employer contributions
- $1,684,589
- Participant contributions
- $2,471,697
- Total contributions
- $5,018,474
- Total income / additions
- $19,330,757
Expenses & distributions
- Benefits paid
- $5,720,665
- Administrative expenses
- $1,891
- Total expenses
- $5,737,155
- Net increase / (decrease)
- $13,593,602
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alan D Biller Associates Inc | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Frank, Rimerman+Co. Llp | ACCOUNTANT/AUDITOR | $16,275 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$34,384 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pacific Maritime Association
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Alan D Biller Associates Inc — Schedule C compensation
- Frank, Rimerman+Co. Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation