2023 Form 5500 filing — Pacific Transfer LLC 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 20241011142356NAL0012590611001) for Pacific Transfer LLC Profit Sharing Plan, reported by Pacific Transfer LLC under EIN 80-0668703 and plan number 001. It reports 102 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011142356NAL0012590611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Transfer LLC
- EIN
- 80-0668703
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 102
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,555,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,555,179
- Employer contributions
- $250,000
- Participant contributions
- $476,245
- Total income / additions
- $2,872,453
- Benefits paid
- $952,029
- Administrative expenses
- $65,917
- Total expenses
- $1,017,946
- Net increase / (decrease)
- $1,854,507
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mosaic Pacific Investment Advisors | NONE | $36,651 | not reported in the loaded dataset |
| Riversedge Adv Ret Solutions, LLC | NONE | $16,492 | not reported in the loaded dataset |
| Cw Associates | NONE | $12,774 | not reported in the loaded dataset |