2023 Form 5500 filing — Pavir 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 20240808105610NAL0004836993001) for Pavir Retirement Plan, reported by Palo Alto Veterans Institute For Research under EIN 77-0207331 and plan number 001. It reports 416 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$34.8MReported net assets$34,832,052
Participants416
Provider compensation$77.7K2 Schedule C row(s)$77,721
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240808105610NAL0004836993001
- Plan sponsor
- Palo Alto Veterans Institute For Research
- EIN
- 77-0207331
- Plan number
- 001
- Location
- Palo Alto, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$34.8M total assets
Net assets$34.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $34,832,052
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,832,052
- Employer contributions
- $918,302
- Participant contributions
- $1,375,799
- Total income / additions
- $7,458,568
- Benefits paid
- $2,229,953
- Administrative expenses
- $56,720
- Total expenses
- $2,286,673
- Net increase / (decrease)
- $5,171,895
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vita Planning Group LLC | NONE | $43,037 | not reported in the loaded dataset |
| Stancorp Financial Group | NONE | $34,684 | not reported in the loaded dataset |