2023 Form 5500 filing — Pacific Ridge School 403(B) Dc 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 20250324141643NAL0012710929001) for Pacific Ridge School 403(B) Dc Plan, reported by Pacific Ridge School under EIN 86-1061606 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250324141643NAL0012710929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Ridge School
- EIN
- 86-1061606
- Plan number
- 001
- Location
- Carlsbad, CA
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,408,952
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,408,952
- Employer contributions
- $770,513
- Participant contributions
- $1,020,799
- Total income / additions
- $4,290,331
- Benefits paid
- $848,718
- Administrative expenses
- $57,416
- Total expenses
- $906,134
- Net increase / (decrease)
- $3,384,197
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Ins & Annuity Assoc | RECORDKEEPER | $27,388 | $0 |
| Flexpath Strategies LLC | ADVISOR | $14,821 | not reported in the loaded dataset |
| Marsh & Mclennan Agency | ADVISOR | $9,041 | not reported in the loaded dataset |
| Mma Securities LLC | ADVISOR | $6,691 | not reported in the loaded dataset |