2023 Form 5500 filing — Pacific Ag Insurance 401(K) Safe Harbor Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240703130301NAL0009463904001) for Pacific Ag Insurance 401(K) Safe Harbor Plan, reported by Pacific Ag Insurance Agency, Inc. under EIN 77-0525746 and plan number 001. It reports 39 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240703130301NAL0009463904001
Filing year
2023
Form type
2
Plan sponsor
Pacific Ag Insurance Agency, Inc.
EIN
77-0525746
Plan number
001
Location
Hanford, CA
Participants
39
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,689,606
Total liabilities (EOY)
$0
Net assets (EOY)
$4,689,606
Employer contributions
$106,698
Participant contributions
$223,819
Total income / additions
$1,951,979
Benefits paid
$622,379
Administrative expenses
$80,058
Total expenses
$702,437
Net increase / (decrease)
$1,249,542
Schedule source
Schedule I

Related Form 5500 pages