Pasadena Center Operating Company 401(K) Plan — Form 5500 plan (Pasadena Center Operating Company)
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, Pasadena Center Operating Company 401(K) Plan is a benefit plan reported by Pasadena Center Operating Company under EIN 95-2855166 and plan number 001. The latest loaded filing year is 2023. The filing reports 119 participants and $8,293,854 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pasadena Center Operating Company
- EIN
- 95-2855166
- Plan number
- 001
- Plan type
- 2
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 119
- End-of-year plan assets
- $8,293,854
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 119 | H, C | 20241014183230NAL0013743539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,293,854
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,293,854
- Net assets (BOY)
- $6,690,640
Income & contributions
- Employer contributions
- $291,751
- Participant contributions
- $332,442
- Total contributions
- $627,645
- Total income / additions
- $1,855,019
Expenses & distributions
- Benefits paid
- $240,117
- Administrative expenses
- $11,688
- Total expenses
- $251,805
- Net increase / (decrease)
- $1,603,214
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sbhu/Morgan Stanley Smith Barney | BROKER | $0 | $18,685 | 2023 |
| Transamerica Retirement Solutions, | RECORDKEEPER | $7,952 | $0 | 2023 |