2023 Form 5500 filing — Pilgrim Place In Claremont 403(B) 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 20241001125438NAL0003261347001) for Pilgrim Place In Claremont 403(B) Plan, reported by Pilgrim Place In Claremont under EIN 95-1691301 and plan number 001. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001125438NAL0003261347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pilgrim Place In Claremont
- EIN
- 95-1691301
- Plan number
- 001
- Location
- Claremont, CA
- Participants
- 269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,468,555
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,468,555
- Employer contributions
- $227,020
- Participant contributions
- $515,802
- Total income / additions
- $1,648,034
- Benefits paid
- $464,610
- Administrative expenses
- $57,739
- Total expenses
- $522,349
- Net increase / (decrease)
- $1,125,685
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $33,879 | $4 |
| Independent Financial Group, LLC | NONE | $23,860 | not reported in the loaded dataset |