2023 Form 5500 filing — Pacific Whale Foundation 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240607220007NAL0038868800001) for Pacific Whale Foundation 401(K) Plan, reported by Pacific Whale Foundation under EIN 99-0207417 and plan number 001. It reports 94 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240607220007NAL0038868800001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Whale Foundation
- EIN
- 99-0207417
- Plan number
- 001
- Location
- Wailuku, HI
- Participants
- 94
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,657,296
- Net assets (EOY)
- $1,657,296
- Employer contributions
- $133,459
- Participant contributions
- $205,833
- Total income / additions
- $548,102
- Benefits paid
- $176,631
- Administrative expenses
- $626
- Total expenses
- $177,257
- Net increase / (decrease)
- $370,845
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, LLC | RECORD KEEPER | $627 | $0 |