2023 Form 5500 filing — Pasadena Chamber Of Commerece Member Retirement 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 20250506140003NAL0009348097001) for Pasadena Chamber Of Commerece Member Retirement Plan, reported by Pasadena Chamber Of Commerce And Civic Association under EIN 95-0616125 and plan number 002. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250506140003NAL0009348097001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Pasadena Chamber Of Commerce And Civic Association
- EIN
- 95-0616125
- Plan number
- 002
- Location
- Pasadena, CA
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,653,594
- Net assets (EOY)
- $6,653,594
- Employer contributions
- $575,185
- Participant contributions
- $746,978
- Total income / additions
- $2,131,246
- Benefits paid
- $35,670
- Administrative expenses
- $43,142
- Total expenses
- $78,812
- Net increase / (decrease)
- $2,052,434
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life | RECORDKEEPER | $26,421 | $0 |
| Millennium Pension Services | RECORDKEEPER | $6,542 | $0 |
| Pasadena Private Wealth LLC | INVESTMENT ADVISORY-PLAN | $6,496 | $0 |
| Erisa Smart, Inc | PLAN ADMINISTRATOR | $3,365 | $0 |