2023 Form 5500 filing — Casa Pacifica 401(K) Retirement Savings 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 20240917122452NAL0001746483001) for Casa Pacifica 401(K) Retirement Savings Plan, reported by Casa Pacifica under EIN 33-0161177 and plan number 001. It reports 473 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917122452NAL0001746483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Casa Pacifica
- EIN
- 33-0161177
- Plan number
- 001
- Location
- Hemet, CA
- Participants
- 473
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,053,856
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,053,856
- Employer contributions
- $0
- Participant contributions
- $587,539
- Total income / additions
- $1,022,774
- Benefits paid
- $550,877
- Administrative expenses
- $40,411
- Total expenses
- $594,568
- Net increase / (decrease)
- $428,206
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $18,933 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $18,446 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,032 | not reported in the loaded dataset |