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403(B) THRIFT PLAN OF PACIFIC RESOURCES FOR EDUCATION AND LEARNING 401k Plan overview

Plan Name403(B) THRIFT PLAN OF PACIFIC RESOURCES FOR EDUCATION AND LEARNING
Plan identification number 001

403(B) THRIFT PLAN OF PACIFIC RESOURCES FOR EDUCATION AND LEARNING Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PACIFIC RESOURCES FOR EDUCATION AND LEARNING has sponsored the creation of one or more 401k plans.

Company Name:PACIFIC RESOURCES FOR EDUCATION AND LEARNING
Employer identification number (EIN):990279789
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF PACIFIC RESOURCES FOR EDUCATION AND LEARNING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PAUL HADIK2024-09-20
0012022-01-01PAUL HADIK2023-10-11
0012021-01-01PAUL HADIK2022-07-25
0012020-01-01PAUL HADIK2021-10-13
0012019-01-01PAUL HADIK2020-09-09
0012018-01-01PAUL HADIK2019-05-21
0012017-01-01PAUL HADIK2018-06-08
0012016-01-01PAUL HADIK2017-05-18 PAUL HADIK2017-05-18
0012015-01-01NICOLE FORRESTER2016-10-15 NICOLE FORRESTER2016-10-15
0012014-01-01CORINA ABELLA2015-07-31
0012014-01-01CORINA ABELLA2015-04-09
0012013-01-01CORINA ABELLA2015-04-09
0012012-01-01GWEN OKAMOTO2013-06-07 GWEN OKAMOTO2013-06-07
0012011-01-01GWEN OKAMOTO2012-06-04
0012010-01-01GWEN OKAMOTO2011-07-13

Plan Statistics for 403(B) THRIFT PLAN OF PACIFIC RESOURCES FOR EDUCATION AND LEARNING

401k plan membership statisitcs for 403(B) THRIFT PLAN OF PACIFIC RESOURCES FOR EDUCATION AND LEARNING

Measure Date Value
2025: 403(B) THRIFT PLAN OF PACIFIC RESOURCES FOR EDUCATION AND LEARNING 2025 401k membership
Total number of particpants at beginning of year2025-09-1576
Total number of particpants at end of year2025-09-15101
Number of Participants With Account Balances2025-09-1592
2024: 403(B) THRIFT PLAN OF PACIFIC RESOURCES FOR EDUCATION AND LEARNING 2024 401k membership
Total number of particpants at beginning of year2024-09-2082
Total number of particpants at end of year2024-09-2076
Number of Participants With Account Balances2024-09-2027

Financial Data on 403(B) THRIFT PLAN OF PACIFIC RESOURCES FOR EDUCATION AND LEARNING

Measure Date Value
2025 : 403(B) THRIFT PLAN OF PACIFIC RESOURCES FOR EDUCATION AND LEARNING 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-150
Total liabilities as of the end of the plan year2025-09-150
Total liabilities as of the beginning of the plan year2025-09-150
Total expenses incurred by plan in this plan year2025-09-151104581
Net assets as of the end of the plan year2025-09-1510097249
Total assets as of the beginning of the plan year2025-09-159919151
Value of plan covered by a fidelity bond2025-09-15500000
Participant contributions to plan in this plan year2025-09-15167131
Value of participant loans at end of plan year2025-09-1510568
Other expenses paid from plan in this plan year2025-09-150
Other contributions to plan in this plan year2025-09-150
Other income to plan in this plan year2025-09-151013033
Plan net income in this plan year2025-09-15178098
Net assets as of the end of the plan year2025-09-1510097249
Net assets as of the beginning of the plan year2025-09-159919151
Employer contributions to plan in this plan year2025-09-15102515
Fees paid to broker by Benefit Provider2025-09-15152
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1561
2024 : 403(B) THRIFT PLAN OF PACIFIC RESOURCES FOR EDUCATION AND LEARNING 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-200
Total liabilities as of the end of the plan year2024-09-200
Total liabilities as of the beginning of the plan year2024-09-200
Total expenses incurred by plan in this plan year2024-09-20313978
Net assets as of the end of the plan year2024-09-209919151
Total assets as of the beginning of the plan year2024-09-208768237
Value of plan covered by a fidelity bond2024-09-20500000
Participant contributions to plan in this plan year2024-09-20196512
Other expenses paid from plan in this plan year2024-09-200
Other contributions to plan in this plan year2024-09-200
Other income to plan in this plan year2024-09-201136407
Plan net income in this plan year2024-09-201150914
Net assets as of the end of the plan year2024-09-209919151
Net assets as of the beginning of the plan year2024-09-208768237
Employer contributions to plan in this plan year2024-09-20131973
Fees paid to broker by Benefit Provider2024-09-201424
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2037

Potentially related plans

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