Plan5500

Pfm Health Sciences, Lp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Pfm Health Sciences, Lp (EIN 26-2000428) is a plan sponsor located in San Francisco, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-2000428
Location
San Francisco, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Pfm Health Sciences, Lp

  • 2 loaded plans hold $30.5M in reported assets.
  • The largest, Pfm Incentive Savings Trust, holds 87% of this company's reported plan assets.
  • Plans cover 83 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$30.5MSummed across loaded plans$30,478,290
Total reported assets$30.5M$30,478,290
Total reported participants83
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$30.5M total assets
Net assets$30.5MLiabilities$0
Contributions & income
Employer contributions$1.6M
Participant contributions$455K
Total income / additions$6.5M
Expenses & distributions
Benefits paid / distributions$602.8K
Total expenses$691.6K
Net increase / (decrease)$5.8M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets87%Pfm Incentive Savings Trust
Participants per plan42Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Pfm Incentive Savings Trust$26.6M
    Plan #001 · 70 participants · 2023
  2. 2
    Pfmhs Cash Balance Pension Plan$3.9M
    Plan #003 · 13 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Pfm Health Sciences, Lp. Open one for its full reported snapshot.

  1. 2023
    Pfm Incentive Savings Trust70 participants · 2Sch I
    View filing →
  2. 2023
    Pfmhs Cash Balance Pension Plan13 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Pfm Health Sciences, Lp report on Form 5500?
Pfm Health Sciences, Lp (EIN 26-2000428) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Pfm Health Sciences, Lp?
The Employer Identification Number (EIN) reported for Pfm Health Sciences, Lp is 26-2000428.
What is the latest Form 5500 filing year for Pfm Health Sciences, Lp?
The latest loaded Form 5500 filing year for Pfm Health Sciences, Lp is 2023.

Related Form 5500 pages