2023 Form 5500 filing — Pacific Office Automation Capital Accumulation 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 20241010184626NAL0021629217001) for Pacific Office Automation Capital Accumulation Plan, reported by Pacific Office Automation, Inc. under EIN 93-0665413 and plan number 001. It reports 1,509 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010184626NAL0021629217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Office Automation, Inc.
- EIN
- 93-0665413
- Plan number
- 001
- Location
- Beaverton, OR
- Participants
- 1,509
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $133,602,033
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $133,602,033
- Employer contributions
- $3,492,645
- Participant contributions
- $5,363,205
- Total income / additions
- $43,624,330
- Benefits paid
- $9,531,412
- Administrative expenses
- $248,507
- Total expenses
- $9,779,919
- Net increase / (decrease)
- $33,844,411
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sloy, Dahl & Holst, Inc | INVESTMENT ADVISOR | $226,949 | not reported in the loaded dataset |
| Spectrum Pension Consultants, Inc | RECORDKEEPER | $21,558 | not reported in the loaded dataset |