Pasadena Chamber Of Commerece Member Retirement Plan — Form 5500 plan (Pasadena Chamber Of Commerce And Civic Association)
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, Pasadena Chamber Of Commerece Member Retirement Plan is a benefit plan reported by Pasadena Chamber Of Commerce And Civic Association under EIN 95-0616125 and plan number 002. The latest loaded filing year is 2023. The filing reports 222 participants and $6,653,594 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pasadena Chamber Of Commerce And Civic Association
- EIN
- 95-0616125
- Plan number
- 002
- Plan type
- 3
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 222
- End-of-year plan assets
- $6,653,594
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 222 | H, C | 20250506140003NAL0009348097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,653,594
- Net assets (EOY)
- $6,653,594
- Net assets (BOY)
- $4,601,160
Income & contributions
- Employer contributions
- $575,185
- Participant contributions
- $746,978
- Total contributions
- $1,331,746
- Total income / additions
- $2,131,246
Expenses & distributions
- Benefits paid
- $35,670
- Administrative expenses
- $43,142
- Total expenses
- $78,812
- Net increase / (decrease)
- $2,052,434
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life | RECORDKEEPER | $26,421 | $0 | 2023 |
| Millennium Pension Services | RECORDKEEPER | $6,542 | $0 | 2023 |
| Pasadena Private Wealth LLC | INVESTMENT ADVISORY-PLAN | $6,496 | $0 | 2023 |
| Erisa Smart, Inc | PLAN ADMINISTRATOR | $3,365 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pasadena Chamber Of Commerce And Civic Association
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pasadena, CA
- Transamerica Financial Life — Schedule C compensation
- Millennium Pension Services — Schedule C compensation
- Pasadena Private Wealth LLC — Schedule C compensation
- Erisa Smart, Inc — Schedule C compensation