Pancreatic Cancer Action Network 401(K) Plan — Form 5500 plan (Pancreatic Cancer Action Network)
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, Pancreatic Cancer Action Network 401(K) Plan is a benefit plan reported by Pancreatic Cancer Action Network under EIN 33-0841281 and plan number 001. The latest loaded filing year is 2023. The filing reports 259 participants and $18,043,781 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pancreatic Cancer Action Network
- EIN
- 33-0841281
- Plan number
- 001
- Plan type
- 2
- Location
- Manhattan Beach, CA
- Latest filing year
- 2023
- Participants
- 259
- End-of-year plan assets
- $18,043,781
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 259 | H, C | 20240910184253NAL0010621072001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,043,781
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,043,781
- Net assets (BOY)
- $14,920,575
Income & contributions
- Employer contributions
- $743,392
- Participant contributions
- $1,472,556
- Total contributions
- $2,378,080
- Total income / additions
- $5,105,500
Expenses & distributions
- Benefits paid
- $1,937,647
- Administrative expenses
- $44,647
- Total expenses
- $1,982,294
- Net increase / (decrease)
- $3,123,206
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | INVESTMENT ADVISOR | $26,967 | not reported in the loaded dataset | 2023 |
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $16,074 | not reported in the loaded dataset | 2023 |
| Cfm Advisors | INVESTMENT ADVISOR | $1,065 | not reported in the loaded dataset | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $541 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pancreatic Cancer Action Network
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Manhattan Beach, CA
- Lpl Financial LLC — Schedule C compensation
- Commonwealth Equity Services LLC Db — Schedule C compensation
- Cfm Advisors — Schedule C compensation
- Jpmorgan Invest Holdings LLC — Schedule C compensation