Pac-12 Enterprises, LLC Generation Plan — Form 5500 plan (Pac-12 Enterprises, LLC)

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, Pac-12 Enterprises, LLC Generation Plan is a benefit plan reported by Pac-12 Enterprises, LLC under EIN 45-3181539 and plan number 002. The latest loaded filing year is 2023. The filing reports 217 participants and $21,583,226 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pac-12 Enterprises, LLC
EIN
45-3181539
Plan number
002
Plan type
2
Location
San Ramon, CA
Latest filing year
2023
Participants
217
End-of-year plan assets
$21,583,226

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023217H, C20241004122508NAL0019610704001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,583,226
Total liabilities (EOY)
$0
Net assets (EOY)
$21,583,226
Net assets (BOY)
$17,102,665

Income & contributions

Employer contributions
$541,752
Participant contributions
$1,240,598
Total contributions
$1,795,805
Total income / additions
$5,081,029

Expenses & distributions

Benefits paid
$1,001,487
Administrative expenses
$58,631
Total expenses
$1,060,118
Net increase / (decrease)
$4,020,911

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$58,631$02023
Hightower Advisors, LLCINVESTMENT ADVISORY$0$36,1232023
The Benefit PracticeTHIRD PARTY ADMIN$0$7,2812023

Related Form 5500 pages