Pacific Whale Foundation 401(K) Plan — Form 5500 plan (Pacific Whale 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, Pacific Whale Foundation 401(K) Plan is a benefit plan reported by Pacific Whale Foundation under EIN 99-0207417 and plan number 001. The latest loaded filing year is 2023. The filing reports 94 participants and $1,657,296 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Whale Foundation
- EIN
- 99-0207417
- Plan number
- 001
- Plan type
- 2
- Location
- Wailuku, HI
- Latest filing year
- 2023
- Participants
- 94
- End-of-year plan assets
- $1,657,296
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 94 | H, C | 20240607220007NAL0038868800001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,657,296
- Net assets (EOY)
- $1,657,296
- Net assets (BOY)
- $1,286,451
Income & contributions
- Employer contributions
- $133,459
- Participant contributions
- $205,833
- Total contributions
- $339,292
- Total income / additions
- $548,102
Expenses & distributions
- Benefits paid
- $176,631
- Administrative expenses
- $626
- Total expenses
- $177,257
- Net increase / (decrease)
- $370,845
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, LLC | RECORD KEEPER | $627 | $0 | 2023 |