2023 Form 5500 filing — Pacific Maritime Association Qualified Deferred Compensation 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 20250115185254NAL0022116865001) for Pacific Maritime Association Qualified Deferred Compensation Plan, reported by Pacific Maritime Association under EIN 94-2914940 and plan number 333. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115185254NAL0022116865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Maritime Association
- EIN
- 94-2914940
- Plan number
- 333
- Location
- San Francisco, CA
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,565,317
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $92,565,317
- Employer contributions
- $1,684,589
- Participant contributions
- $2,471,697
- Total income / additions
- $19,330,757
- Benefits paid
- $5,720,665
- Administrative expenses
- $1,891
- Total expenses
- $5,737,155
- Net increase / (decrease)
- $13,593,602
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alan D Biller Associates Inc | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset |
| Frank, Rimerman+Co. Llp | ACCOUNTANT/AUDITOR | $16,275 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$34,384 | $0 |