2023 Form 5500 filing — Pcf Insurance Services Of The West, LLC 401(K) Cash Or Deferred Profit Sharing 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 20240917161935NAL0003215665001) for Pcf Insurance Services Of The West, LLC 401(K) Cash Or Deferred Profit Sharing Plan, reported by Pcf Insurance Services Of The West, LLC under EIN 82-1368960 and plan number 001. It reports 2,762 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917161935NAL0003215665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pcf Insurance Services Of The West, LLC
- EIN
- 82-1368960
- Plan number
- 001
- Location
- Woodland Hills, CA
- Participants
- 2,762
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,015,818
- Net assets (EOY)
- $84,015,818
- Employer contributions
- $3,972,947
- Participant contributions
- $12,008,819
- Total income / additions
- $29,891,087
- Benefits paid
- $7,563,508
- Administrative expenses
- $4,513
- Total expenses
- $7,599,794
- Net increase / (decrease)
- $22,291,293
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| R-Tech Consultants Inc | CONTRACT ADMINISTRATOR | $98,495 | $0 |
| Monarch Corporate Advisors Inc. | INVESTMENT ADVISOR | $69,334 | $0 |
| Pension Assurance Llp | AUDITOR | $22,000 | $0 |
| Empower Annuty Insurance Company | RECORDKEEPER | $16,360 | $0 |