2023 Form 5500 filing — Pacific Northern Environmental 401(K) Profit Sharing 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 20241010191612NAL0010365315001) for Pacific Northern Environmental 401(K) Profit Sharing Plan, reported by Pacific Northern Environmental, LLC under EIN 91-1458581 and plan number 001. It reports 323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010191612NAL0010365315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Northern Environmental, LLC
- EIN
- 91-1458581
- Plan number
- 001
- Location
- Longview, WA
- Participants
- 323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,897,141
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,897,141
- Employer contributions
- $426,941
- Participant contributions
- $1,624,655
- Total income / additions
- $4,528,145
- Benefits paid
- $1,428,901
- Administrative expenses
- $154,423
- Total expenses
- $1,631,197
- Net increase / (decrease)
- $2,896,948
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $56,672 | $0 |
| Anderson & Anderson Advisory LLC | INVESTMENT ADVISOR | $43,468 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,962 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $6,210 | not reported in the loaded dataset |