Fresno Pacific University Dc Retirement Plan — Form 5500 plan (Fresno Pacific University)
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, Fresno Pacific University Dc Retirement Plan is a benefit plan reported by Fresno Pacific University under EIN 94-1021164 and plan number 001. The latest loaded filing year is 2023. The filing reports 722 participants and $49,714,796 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fresno Pacific University
- EIN
- 94-1021164
- Plan number
- 001
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 722
- End-of-year plan assets
- $49,714,796
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 722 | H, C | 20240730101232NAL0019863873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,714,796
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,714,796
- Net assets (BOY)
- $45,207,969
Income & contributions
- Employer contributions
- $658,615
- Participant contributions
- $1,275,175
- Total contributions
- $2,011,931
- Total income / additions
- $9,389,722
Expenses & distributions
- Benefits paid
- $4,818,368
- Administrative expenses
- $50,905
- Total expenses
- $4,882,895
- Net increase / (decrease)
- $4,506,827
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Multnomah Group, Inc. | ADVISOR | $23,831 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $22,640 | $0 | 2023 |
| New Pinnacle Consulting Group, LLC | TPA | $4,228 | not reported in the loaded dataset | 2023 |