2023 Form 5500 filing — Pacific Realty Associates, L.P. Retirement Plan & Trust

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 20240926192253NAL0001994320001) for Pacific Realty Associates, L.P. Retirement Plan & Trust, reported by Pacific Realty Associates, L.P. under EIN 13-3173299 and plan number 001. It reports 145 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)$49.5MReported net assets$49,477,734
Participants145
Provider compensation$114.8K2 Schedule C row(s)$114,791
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240926192253NAL0001994320001
Plan sponsor
Pacific Realty Associates, L.P.
EIN
13-3173299
Plan number
001
Location
Portland, OR
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)$49.5M total assets
Net assets$49.5MLiabilities$0
Money in vs. money out
Total income / additions$7.5M
Total expenses$902.7K
Benefits paid / distributions$777.9K
Contributions
Employer$1.6M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$49,477,734
Total liabilities (EOY)
$0
Net assets (EOY)
$49,477,734
Employer contributions
$1,603,932
Total income / additions
$7,493,531
Benefits paid
$777,923
Administrative expenses
$124,791
Total expenses
$902,714
Net increase / (decrease)
$6,590,817
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $104.8K
  2. 2
    NONE · Direct $10K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926192253NAL0001994320001 cover?
It is the 2023 Form 5500 filing for Pacific Realty Associates, L.P. Retirement Plan & Trust, reported by Pacific Realty Associates, L.P. (EIN 13-3173299).
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