2023 Form 5500 filing — Pacific Rim Mechanical Contractors, 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 20241011144146NAL0011032227001) for Pacific Rim Mechanical Contractors, Inc. 401(K) Plan, reported by Pacific Rim Mechanical Contractors, Inc. under EIN 03-0489033 and plan number 001. It reports 1,419 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011144146NAL0011032227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Rim Mechanical Contractors, Inc.
- EIN
- 03-0489033
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 1,419
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,071,873
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,071,873
- Employer contributions
- $1,886,211
- Participant contributions
- $4,712,556
- Total income / additions
- $15,634,972
- Benefits paid
- $4,686,238
- Administrative expenses
- $128,412
- Total expenses
- $5,217,780
- Net increase / (decrease)
- $10,417,192
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $87,030 | not reported in the loaded dataset |
| Economic Group Pension Services | CONTRACT ADMIN | $11,725 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,859 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $0 | $0 |