2023 Form 5500 filing — Pacific Best Inc. Employee Retirement Benefit 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 20241014110831NAL0013181283001) for Pacific Best Inc. Employee Retirement Benefit Plan, reported by Pacific Best Inc. under EIN 95-3929830 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014110831NAL0013181283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Best Inc.
- EIN
- 95-3929830
- Plan number
- 001
- Location
- Azusa, CA
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,268,230
- Net assets (EOY)
- $7,268,230
- Employer contributions
- $523,503
- Participant contributions
- $297,967
- Total income / additions
- $1,856,837
- Benefits paid
- $548,837
- Administrative expenses
- $29,032
- Total expenses
- $577,869
- Net increase / (decrease)
- $1,278,968
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Royal Alliance Associates, Inc. | ADVISOR | $14,526 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $14,464 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $42 | $0 |