2023 Form 5500 filing — Pacific Institute For Research And Evaluation Inc. Profit Sharing Plan And 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 20241011094337NAL0022503953005) for Pacific Institute For Research And Evaluation Inc. Profit Sharing Plan And Trust, reported by Pacific Institute For Research And Evaluation Inc. under EIN 94-2243283 and plan number 004. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011094337NAL0022503953005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Institute For Research And Evaluation Inc.
- EIN
- 94-2243283
- Plan number
- 004
- Location
- Beltsville, MD
- Participants
- 305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,838,084
- Net assets (EOY)
- $46,838,084
- Employer contributions
- $967,054
- Total income / additions
- $6,803,100
- Benefits paid
- $2,673,986
- Administrative expenses
- $50,806
- Total expenses
- $2,724,792
- Net increase / (decrease)
- $4,078,308
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | NONE | $26,639 | not reported in the loaded dataset |
| Nfp Retirement Inc | not reported in the loaded dataset | $9,314 | not reported in the loaded dataset |
| Flexpath Strategies LLC | NONE | $9,297 | not reported in the loaded dataset |
| Tiaa | NONE | $5,466 | $0 |