Pilgrim Place In Claremont 403(B) Plan — Form 5500 plan (Pilgrim Place In Claremont)
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, Pilgrim Place In Claremont 403(B) Plan is a benefit plan reported by Pilgrim Place In Claremont under EIN 95-1691301 and plan number 001. The latest loaded filing year is 2023. The filing reports 269 participants and $7,468,555 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pilgrim Place In Claremont
- EIN
- 95-1691301
- Plan number
- 001
- Plan type
- 2
- Location
- Claremont, CA
- Latest filing year
- 2023
- Participants
- 269
- End-of-year plan assets
- $7,468,555
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 269 | H, C | 20241001125438NAL0003261347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,468,555
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,468,555
- Net assets (BOY)
- $6,342,870
Income & contributions
- Employer contributions
- $227,020
- Participant contributions
- $515,802
- Total contributions
- $742,822
- Total income / additions
- $1,648,034
Expenses & distributions
- Benefits paid
- $464,610
- Administrative expenses
- $57,739
- Total expenses
- $522,349
- Net increase / (decrease)
- $1,125,685
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $33,879 | $4 | 2023 |
| Independent Financial Group, LLC | NONE | $23,860 | not reported in the loaded dataset | 2023 |