2023 Form 5500 filing — Pacaso 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 20240925052800NAL0024708768001) for Pacaso 401(K) Plan, reported by Pacaso under EIN 84-4106896 and plan number 001. It reports 259 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)$3.9MReported net assets$3,850,722
Participants259
Provider compensation$6.9K2 Schedule C row(s)$6,880
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240925052800NAL0024708768001
Plan sponsor
Pacaso
EIN
84-4106896
Plan number
001
Location
Cincinnati, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$3.9M total assets
Net assets$3.9MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
EmployerNot reported
Participant$1.1M
Full reported line items
Total assets (EOY)
$3,850,722
Total liabilities (EOY)
$0
Net assets (EOY)
$3,850,722
Participant contributions
$1,067,482
Total income / additions
$1,771,641
Benefits paid
$1,391,684
Administrative expenses
$6,880
Total expenses
$1,403,577
Net increase / (decrease)
$368,064
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $6.9K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240925052800NAL0024708768001 cover?
It is the 2023 Form 5500 filing for Pacaso 401(K) Plan, reported by Pacaso (EIN 84-4106896).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages