2023 Form 5500 filing — Pacific Medical, 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 20241008161222NAL0030487824001) for Pacific Medical, Inc. 401(K) Plan, reported by Pacific Medical, Inc. under EIN 94-3170060 and plan number 001. It reports 480 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008161222NAL0030487824001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Medical, Inc.
- EIN
- 94-3170060
- Plan number
- 001
- Location
- Tracy, CA
- Participants
- 480
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,752,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,752,747
- Participant contributions
- $1,694,923
- Total income / additions
- $5,091,411
- Benefits paid
- $1,453,451
- Administrative expenses
- $88,182
- Total expenses
- $1,562,800
- Net increase / (decrease)
- $3,528,611
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | NONE | $28,692 | $0 |
| Portico Wealth Advisors | NONE | $18,611 | not reported in the loaded dataset |