2023 Form 5500 filing — Pacific Charter Institute 401k Profit Sharing 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 20241005163802NAL0023072112001) for Pacific Charter Institute 401k Profit Sharing Plan, reported by Pacific Charter Institute under EIN 16-1727094 and plan number 001. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241005163802NAL0023072112001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Charter Institute
- EIN
- 16-1727094
- Plan number
- 001
- Location
- Sacramento, CA
- Participants
- 299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,484,851
- Net assets (EOY)
- $8,484,851
- Employer contributions
- $256,730
- Participant contributions
- $1,241,917
- Total income / additions
- $2,738,910
- Benefits paid
- $582,109
- Administrative expenses
- $11,860
- Total expenses
- $595,156
- Net increase / (decrease)
- $2,143,754
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Region Financial Group LLC | NONE | $33,958 | $0 |
| The Standard | NONE | $9,335 | $0 |
| Associated Pension Consultants | NONE | $6,041 | $0 |