David And Lucile Packard Foundation Employer Contribution Retirement Plan — Form 5500 plan (The David And Lucile Packard Foundation)
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, David And Lucile Packard Foundation Employer Contribution Retirement Plan is a benefit plan reported by The David And Lucile Packard Foundation under EIN 94-2278431 and plan number 002. The latest loaded filing year is 2023. The filing reports 277 participants and $61,045,831 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The David And Lucile Packard Foundation
- EIN
- 94-2278431
- Plan number
- 002
- Plan type
- 2
- Location
- Los Altos, CA
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $61,045,831
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20240923145212NAL0011501025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,045,831
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,045,831
- Net assets (BOY)
- $50,809,770
Income & contributions
- Employer contributions
- $3,789,033
- Participant contributions
- $0
- Total contributions
- $3,868,975
- Total income / additions
- $14,580,111
Expenses & distributions
- Benefits paid
- $4,342,694
- Administrative expenses
- $1,356
- Total expenses
- $4,344,050
- Net increase / (decrease)
- $10,236,061
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$1,743 | $0 | 2023 |