Pensionmark Financial — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pensionmark Financial is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $81,784 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $81,784
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $81,784
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Colorado Allergy & Asthma Centers, P.C. | CO | 1 | $24,531 |
| East Bay Asian Local Development Corporation | CA | 1 | $22,253 |
| Orthopaedics Northeast, Pc | IN | 1 | $20,000 |
| Wise Foods, Inc. | PA | 1 | $15,000 |
State footprint
Plans reporting Pensionmark Financial are sponsored in CA (1), CO (1), IN (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Colorado Allergy & Asthma Centers, P.C. | Colorado Allergy & Asthma Centers, P.C. Profit Sharing 401(K) Plan | 2023 | $24,531 | not reported in the loaded dataset |
| East Bay Asian Local Development Corporation | Ebaldc Retirement Plan | 2023 | $22,253 | not reported in the loaded dataset |
| Orthopaedics Northeast, Pc | Orthopaedics Northeast, Pc Profit Sharing Plan | 2023 | $20,000 | not reported in the loaded dataset |
| Wise Foods, Inc. | Wise Foods Pension Plan | 2023 | $15,000 | not reported in the loaded dataset |
Related Form 5500 pages
- Colorado Allergy & Asthma Centers, P.C. Profit Sharing 401(K) Plan (plan 001)
- Colorado Allergy & Asthma Centers, P.C. — all reported plans
- Ebaldc Retirement Plan (plan 001)
- East Bay Asian Local Development Corporation — all reported plans
- Orthopaedics Northeast, Pc Profit Sharing Plan (plan 002)
- Orthopaedics Northeast, Pc — all reported plans
- Wise Foods Pension Plan (plan 002)
- Wise Foods, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources