Plan5500

Pact 403(B) Retirement Plan — Form 5500 plan (Pact, Inc.)

Plain-English plan 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, Pact 403(B) Retirement Plan is a benefit plan reported by Pact, Inc. under EIN 13-2702768 and plan number 002. The latest loaded filing year is 2023. The filing reports 265 participants and $35,204,261 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pact, Inc.
EIN
13-2702768
Plan number
002
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
265
End-of-year plan assets
$35,204,261

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023265H, C20240920123323NAL0013115248001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,204,261
Total liabilities (EOY)
$0
Net assets (EOY)
$35,204,261
Net assets (BOY)
$28,585,381

Income & contributions

Employer contributions
$1,668,282
Participant contributions
$1,315,564
Total contributions
$3,219,103
Total income / additions
$8,732,349

Expenses & distributions

Benefits paid
$1,942,966
Administrative expenses
$140,041
Total expenses
$2,113,469
Net increase / (decrease)
$6,618,880

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$96,878$02023
Sageview Advisory Consulting GroupINVESTMENT ADVISORY$0$41,2022023

Related Form 5500 pages