Casa Pacifica — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Casa Pacifica (EIN 33-0161177) is a plan sponsor located in Hemet, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
33-0161177
Location
Hemet, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,053,856
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$4,053,856

Contributions & income

Employer contributions
$0
Participant contributions
$587,539
Total income / additions
$1,022,774

Expenses & distributions

Benefits paid / distributions
$550,877
Total expenses
$594,568
Net increase / (decrease)
$428,206

Coverage

Total reported participants
768
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Casa Pacifica plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Casa Pacifica 401(K) Retirement Savings Plan001473$4,053,8562023
Casa Pacifica Employee Benefit Plan503295not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Casa Pacifica
YearPlanParticipantsSchedulesFiling
2023Casa Pacifica 401(K) Retirement Savings Plan473H, C20240917122452NAL0001746483001
2023Casa Pacifica Employee Benefit Plan29520250226135013NAL0000464707001

Related Form 5500 pages