2023 Form 5500 filing — Pima Medical 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 20241010122029NAL0011452179001) for Pima Medical Institute 401(K) Plan, reported by Pima Medical Institute under EIN 86-0260863 and plan number 001. It reports 1,382 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)$51.1MReported net assets$51,059,266
Participants1.4K1,382
Provider compensation$140.8K2 Schedule C row(s)$140,816
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010122029NAL0011452179001
- Plan sponsor
- Pima Medical Institute
- EIN
- 86-0260863
- Plan number
- 001
- Location
- Tucson, AZ
- Received date
- not reported in the loaded dataset
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)$51.1M total assets
Net assets$51.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $51,059,266
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,059,266
- Employer contributions
- $230,997
- Participant contributions
- $5,460,792
- Total income / additions
- $14,230,652
- Benefits paid
- $9,845,363
- Administrative expenses
- $140,816
- Total expenses
- $9,990,960
- Net increase / (decrease)
- $4,239,692
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $140,816 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |