2023 Form 5500 filing — Pacific Coast Producers Profit Sharing And Thrift 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 20241008105012NAL0017420513001) for Pacific Coast Producers Profit Sharing And Thrift 401(K) Plan, reported by Pacific Coast Producers under EIN 94-1748199 and plan number 002. It reports 355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008105012NAL0017420513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Coast Producers
- EIN
- 94-1748199
- Plan number
- 002
- Location
- Lodi, CA
- Participants
- 355
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,339,076
- Net assets (EOY)
- $55,339,076
- Employer contributions
- $1,019,518
- Participant contributions
- $2,266,681
- Total income / additions
- $11,006,680
- Benefits paid
- $5,358,168
- Administrative expenses
- $65,197
- Total expenses
- $5,423,365
- Net increase / (decrease)
- $5,583,315
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $53,910 | not reported in the loaded dataset |
| Allworth Financial, L.P. | NONE | $5,764 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $422 | $0 |