2023 Form 5500 filing — Pacific Haven And Companion 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 20241003114721NAL0004843427001) for Pacific Haven And Companion 401(K) Plan, reported by Pacific Haven Subacute And Healthcare Center under EIN 33-0492281 and plan number 001. It reports 453 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003114721NAL0004843427001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Pacific Haven Subacute And Healthcare Center
- EIN
- 33-0492281
- Plan number
- 001
- Location
- Garden Grove, CA
- Participants
- 453
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,268,480
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,268,480
- Employer contributions
- $96,023
- Participant contributions
- $667,898
- Total income / additions
- $2,086,058
- Benefits paid
- $950,927
- Administrative expenses
- $97,303
- Total expenses
- $1,048,230
- Net increase / (decrease)
- $1,037,828
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Retirement Group | INVESTMENT ADVISOR | $18,979 | $0 |
| Pension Benefits Unlimited | TPA | $16,075 | $0 |
| John Hancock Usa | RECORDKEEPER | $434 | $0 |