Pacific Premier Bank 401(K) Plan — Form 5500 plan (Pacific Premier Bank)
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 Premier Bank 401(K) Plan is a benefit plan reported by Pacific Premier Bank under EIN 95-3811107 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,288 participants and $114,663,593 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Premier Bank
- EIN
- 95-3811107
- Plan number
- 001
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 2,288
- End-of-year plan assets
- $114,663,593
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,288 | H, C | 20240924161115NAL0013035297003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $114,663,593
- Net assets (EOY)
- $114,663,593
- Net assets (BOY)
- $98,966,202
Income & contributions
- Employer contributions
- $4,848,265
- Participant contributions
- $10,092,650
- Total contributions
- $15,876,402
- Total income / additions
- $32,212,014
Expenses & distributions
- Benefits paid
- $16,044,062
- Administrative expenses
- $470,561
- Total expenses
- $16,514,623
- Net increase / (decrease)
- $15,697,391
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Financial Advisors | BROKER/DEALER | not reported in the loaded dataset | $142,623 | 2023 |
| Morningstar | SERVICE PROVIDER | not reported in the loaded dataset | $52,356 | 2023 |
| Voya Retirement Insurance | SERVICE PROVIDER | not reported in the loaded dataset | $52,356 | 2023 |
| Plan Design Consultants, Inc. | TPA | $39,000 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $7,477 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pacific Premier Bank
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Irvine, CA
- Lincoln Financial Advisors — Schedule C compensation
- Morningstar — Schedule C compensation
- Voya Retirement Insurance — Schedule C compensation
- Plan Design Consultants, Inc. — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation