2023 Form 5500 filing — Fresno Pacific University Dc Retirement 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 20240730101232NAL0019863873001) for Fresno Pacific University Dc Retirement Plan, reported by Fresno Pacific University under EIN 94-1021164 and plan number 001. It reports 722 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730101232NAL0019863873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fresno Pacific University
- EIN
- 94-1021164
- Plan number
- 001
- Location
- Fresno, CA
- Participants
- 722
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,714,796
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,714,796
- Employer contributions
- $658,615
- Participant contributions
- $1,275,175
- Total income / additions
- $9,389,722
- Benefits paid
- $4,818,368
- Administrative expenses
- $50,905
- Total expenses
- $4,882,895
- Net increase / (decrease)
- $4,506,827
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Multnomah Group, Inc. | ADVISOR | $23,831 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $22,640 | $0 |
| New Pinnacle Consulting Group, LLC | TPA | $4,228 | not reported in the loaded dataset |