2023 Form 5500 filing — Pacific Ag Rentals, LLC 401(K) 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 20240821104631NAL0003827809001) for Pacific Ag Rentals, LLC 401(K) Plan, reported by Pacific Ag Rentals, LLC under EIN 77-0559618 and plan number 001. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821104631NAL0003827809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Ag Rentals, LLC
- EIN
- 77-0559618
- Plan number
- 001
- Location
- Salinas, CA
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,498,641
- Net assets (EOY)
- $5,498,641
- Employer contributions
- $332,510
- Participant contributions
- $569,778
- Total income / additions
- $1,768,104
- Benefits paid
- $547,145
- Administrative expenses
- $55,516
- Total expenses
- $602,661
- Net increase / (decrease)
- $1,165,443
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Larson Allen Llp | PLAN AUDITOR | $15,855 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $15,296 | $0 |
| Quintes Financial Services | INVEST ADVISOR | $8,357 | $4,668 |
| Global Retirement Partners LLC | BROKER | $11,272 | $0 |