Panorama Retirement Plan And Trust — Form 5500 plan (Panorama)
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, Panorama Retirement Plan And Trust is a benefit plan reported by Panorama under EIN 94-3048988 and plan number 001. The latest loaded filing year is 2023. The filing reports 295 participants and $9,334,577 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Panorama
- EIN
- 94-3048988
- Plan number
- 001
- Plan type
- 2
- Location
- Lacey, WA
- Latest filing year
- 2023
- Participants
- 295
- End-of-year plan assets
- $9,334,577
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 295 | H, C | 20250303155756NAL0005654785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,334,577
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,334,577
- Net assets (BOY)
- $8,762,982
Income & contributions
- Employer contributions
- $500,000
- Total contributions
- $500,000
- Total income / additions
- $1,541,224
Expenses & distributions
- Benefits paid
- $907,165
- Administrative expenses
- $62,464
- Total expenses
- $969,629
- Net increase / (decrease)
- $571,595
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $32,136 | $0 | 2023 |
| Sweeney Conrad, Ps | ACCOUNTANT | $17,510 | not reported in the loaded dataset | 2023 |
| Scs | INVESTMENT ADVISORY | $12,818 | $5 | 2023 |