2023 Form 5500 filing — Pacifica Graduate Institute 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 20241001113933NAL0006675969001) for Pacifica Graduate Institute 401(K) Plan, reported by Santa Barbara Graduate School, Inc. Dba Pacifica Graduate Institute under EIN 77-0119973 and plan number 001. It reports 379 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001113933NAL0006675969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Santa Barbara Graduate School, Inc. Dba Pacifica Graduate Institute
- EIN
- 77-0119973
- Plan number
- 001
- Location
- Carpinteria, CA
- Participants
- 379
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,705,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,705,767
- Employer contributions
- $67,084
- Participant contributions
- $790,259
- Total income / additions
- $3,342,174
- Benefits paid
- $837,297
- Administrative expenses
- $37,304
- Total expenses
- $874,601
- Net increase / (decrease)
- $2,467,573
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | ADVISOR | $19,848 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $16,333 | $0 |
| American United Life Insurance Co | not reported in the loaded dataset | $1,059 | $10,088 |