2023 Form 5500 filing — Pima Medical Institute Employee Stock Ownership 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 20241015133158NAL0016497971001) for Pima Medical Institute Employee Stock Ownership Plan, reported by Vocational Training Institutes,Inc. under EIN 86-0260863 and plan number 002. It reports 1,716 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133158NAL0016497971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vocational Training Institutes,Inc.
- EIN
- 86-0260863
- Plan number
- 002
- Location
- Tucson, AZ
- Participants
- 1,716
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $216,174,467
- Total liabilities (EOY)
- $36,781,204
- Net assets (EOY)
- $179,393,263
- Employer contributions
- $17,898,338
- Total income / additions
- $39,957,282
- Benefits paid
- $11,727,929
- Administrative expenses
- $122,810
- Total expenses
- $12,804,085
- Net increase / (decrease)
- $27,153,197
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $122,810 | not reported in the loaded dataset |