Plan5500

Pure Financial Advisors, LLC — 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, Pure Financial Advisors, LLC (EIN 81-3149057) is a plan sponsor located in San Diego, 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
81-3149057
Location
San Diego, 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 Pure Financial Advisors, LLC

  • 2 loaded plans hold $16M in reported assets.
  • The largest, Pure Financial Advisors, LLC 401(K) Profit Sharing Plan And T, holds 100% of this company's reported plan assets.
  • Plans cover 231 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16MSummed across loaded plans$15,981,890
Total reported assets$16M$15,981,890
Total reported participants231
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16M total assets
Net assets$16MLiabilities$0
Contributions & income
Employer contributions$747.7K
Participant contributions$1.7M
Total income / additions$5M
Expenses & distributions
Benefits paid / distributions$804.9K
Total expenses$805.2K
Net increase / (decrease)$4.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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 assets100%Pure Financial Advisors, LLC 401(K) Profit Sharing Plan And T
Participants per plan116Average 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
    Pure Financial Advisors, LLC 401(K) Profit Sharing Plan And T$16M
    Plan #001 · 115 participants · 2023
  2. 2
    Pure Financial Advisors, LLC Health Plannot reported in the loaded dataset
    Plan #501 · 116 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 Pure Financial Advisors, LLC. Open one for its full reported snapshot.

  1. 2023
    Pure Financial Advisors, LLC Health Plan116 participants · 2No schedules
    View filing →
  2. 2023
    Pure Financial Advisors, LLC 401(K) Profit Sharing Plan And T115 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Pure Financial Advisors, LLC report on Form 5500?
Pure Financial Advisors, LLC (EIN 81-3149057) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Pure Financial Advisors, LLC?
The Employer Identification Number (EIN) reported for Pure Financial Advisors, LLC is 81-3149057.
What is the latest Form 5500 filing year for Pure Financial Advisors, LLC?
The latest loaded Form 5500 filing year for Pure Financial Advisors, LLC is 2023.

Related Form 5500 pages