Pacifica Graduate Institute 401(K) Plan — Form 5500 plan (Santa Barbara Graduate School, Inc. Dba Pacifica Graduate Institute)
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, Pacifica Graduate Institute 401(K) Plan is a benefit plan reported by Santa Barbara Graduate School, Inc. Dba Pacifica Graduate Institute under EIN 77-0119973 and plan number 001. The latest loaded filing year is 2023. The filing reports 379 participants and $15,705,767 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Santa Barbara Graduate School, Inc. Dba Pacifica Graduate Institute
- EIN
- 77-0119973
- Plan number
- 001
- Plan type
- 2
- Location
- Carpinteria, CA
- Latest filing year
- 2023
- Participants
- 379
- End-of-year plan assets
- $15,705,767
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 379 | H, C | 20241001113933NAL0006675969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,705,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,705,767
- Net assets (BOY)
- $13,238,194
Income & contributions
- Employer contributions
- $67,084
- Participant contributions
- $790,259
- Total contributions
- $1,457,782
- Total income / additions
- $3,342,174
Expenses & distributions
- Benefits paid
- $837,297
- Administrative expenses
- $37,304
- Total expenses
- $874,601
- Net increase / (decrease)
- $2,467,573
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc | ADVISOR | $19,848 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $16,333 | $0 | 2023 |
| American United Life Insurance Co | not reported in the loaded dataset | $1,059 | $10,088 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Santa Barbara Graduate School, Inc. Dba Pacifica Graduate Institute
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Carpinteria, CA
- Nfp Retirement Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- American United Life Insurance Co — Schedule C compensation