2023 Form 5500 filing — Panorama Education, Inc. Retirement 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 20250623130957NAL0015527218001) for Panorama Education, Inc. Retirement Trust, reported by Panorama Education, Inc. under EIN 90-0995958 and plan number 001. It reports 606 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$29.2MReported net assets$29,170,031
Participants606
Provider compensation$12K1 Schedule C row(s)$11,988
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250623130957NAL0015527218001
Plan sponsor
Panorama Education, Inc.
EIN
90-0995958
Plan number
001
Location
Boston, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$29.2M total assets
Net assets$29.2MLiabilities$0
Money in vs. money out
Total income / additions$12.6M
Total expenses$4.5M
Benefits paid / distributions$4.5M
Contributions
Employer$2.2M
Participant$5M
Full reported line items
Total assets (EOY)
$29,170,031
Total liabilities (EOY)
$0
Net assets (EOY)
$29,170,031
Employer contributions
$2,234,587
Participant contributions
$4,982,051
Total income / additions
$12,605,499
Benefits paid
$4,456,459
Administrative expenses
$11,988
Total expenses
$4,471,227
Net increase / (decrease)
$8,134,272
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $12K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250623130957NAL0015527218001 cover?
It is the 2023 Form 5500 filing for Panorama Education, Inc. Retirement Trust, reported by Panorama Education, Inc. (EIN 90-0995958).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages