Palomar Technologies, Inc. 401(K) Plan — Form 5500 plan (Palomar Technologies, 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, Palomar Technologies, Inc. 401(K) Plan is a benefit plan reported by Palomar Technologies, Inc. under EIN 33-0781304 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $23,583,272 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Palomar Technologies, Inc.
- EIN
- 33-0781304
- Plan number
- 001
- Plan type
- 2
- Location
- Carlsbad, CA
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $23,583,272
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20241007193210NAL0028268112001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,583,272
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,583,272
- Net assets (BOY)
- $21,040,436
Income & contributions
- Employer contributions
- $284,107
- Participant contributions
- $858,064
- Total contributions
- $1,230,651
- Total income / additions
- $4,230,848
Expenses & distributions
- Benefits paid
- $1,636,488
- Administrative expenses
- $51,524
- Total expenses
- $1,688,012
- Net increase / (decrease)
- $2,542,836
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group Llp | INVESMENT MGMT | $21,445 | not reported in the loaded dataset | 2023 |
| Pension Assurance Llp | AUDITOR | $11,000 | not reported in the loaded dataset | 2023 |
| Actuarial Benefits Corp | CONTRACT ADMIN | $0 | $10,000 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Palomar Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Carlsbad, CA
- Ubs Financial Services Inc — Schedule C compensation
- Empower Advisory Group Llp — Schedule C compensation
- Pension Assurance Llp — Schedule C compensation
- Actuarial Benefits Corp — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation