2023 Form 5500 filing — Pac-Mac Holdings, 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 20241014134535NAL0026311297001) for Pac-Mac Holdings, Inc. 401(K) Plan, reported by Pac-Mac Holdings, Inc. under EIN 45-2974633 and plan number 001. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.7MReported net assets$4,706,448
Participants236
Provider compensation$56.3K3 Schedule C row(s)$56,252
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014134535NAL0026311297001
- Plan sponsor
- Pac-Mac Holdings, Inc.
- EIN
- 45-2974633
- Plan number
- 001
- Location
- Fort Worth, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.7M total assets
Net assets$4.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,706,448
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,706,448
- Employer contributions
- $134,708
- Participant contributions
- $764,310
- Total income / additions
- $1,825,455
- Benefits paid
- $198,865
- Administrative expenses
- $56,252
- Total expenses
- $255,117
- Net increase / (decrease)
- $1,570,338
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $39,784 | $0 |
| Futureplan Fiduciary Services, LLC | RECORDKEEPER | $15,938 | $0 |
| Flexpath Strategies, LLC | INVESTMENT ADVISORY | $530 | not reported in the loaded dataset |