2023 Form 5500 filing — Pacific Retirement Services, Inc. 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 20241003104822NAL0005661443001) for Pacific Retirement Services, Inc. 401(K) Plan, reported by Pacific Retirement Services, Inc. under EIN 93-1067253 and plan number 006. It reports 3,324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003104822NAL0005661443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Retirement Services, Inc.
- EIN
- 93-1067253
- Plan number
- 006
- Location
- Medford, OR
- Participants
- 3,324
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,029,072
- Net assets (EOY)
- $97,029,072
- Employer contributions
- $6,285,458
- Participant contributions
- $5,065,727
- Total income / additions
- $25,052,071
- Benefits paid
- $6,925,714
- Administrative expenses
- $236,391
- Total expenses
- $7,179,087
- Net increase / (decrease)
- $17,872,984
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Co. | NONE | $234,501 | $0 |
| Variable Annuity Life Insurance Co. | NONE | $1,890 | $0 |