Pacific Ridge School 403(B) Dc Plan — Form 5500 plan (Pacific Ridge School)
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, Pacific Ridge School 403(B) Dc Plan is a benefit plan reported by Pacific Ridge School under EIN 86-1061606 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $22,408,952 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Ridge School
- EIN
- 86-1061606
- Plan number
- 001
- Plan type
- 2
- Location
- Carlsbad, CA
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $22,408,952
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20250324141643NAL0012710929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,408,952
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,408,952
- Net assets (BOY)
- $19,024,755
Income & contributions
- Employer contributions
- $770,513
- Participant contributions
- $1,020,799
- Total contributions
- $1,881,599
- Total income / additions
- $4,290,331
Expenses & distributions
- Benefits paid
- $848,718
- Administrative expenses
- $57,416
- Total expenses
- $906,134
- Net increase / (decrease)
- $3,384,197
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa - Teachers Ins & Annuity Assoc | RECORDKEEPER | $27,388 | $0 | 2023 |
| Flexpath Strategies LLC | ADVISOR | $14,821 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency | ADVISOR | $9,041 | not reported in the loaded dataset | 2023 |
| Mma Securities LLC | ADVISOR | $6,691 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pacific Ridge School
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Carlsbad, CA
- Tiaa - Teachers Ins & Annuity Assoc — Schedule C compensation
- Flexpath Strategies LLC — Schedule C compensation
- Marsh & Mclennan Agency — Schedule C compensation
- Mma Securities LLC — Schedule C compensation