2023 Form 5500 filing — Pacifica Enterprises And Companies 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 20241015123436NAL0056158306001) for Pacifica Enterprises And Companies 401(K) Plan, reported by Pe Management Group, Inc. under EIN 87-1034539 and plan number 001. It reports 586 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241015123436NAL0056158306001
Filing year
2023
Form type
3
Plan sponsor
Pe Management Group, Inc.
EIN
87-1034539
Plan number
001
Location
Rancho Santa Fe, CA
Participants
586
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,281,119
Total liabilities (EOY)
$0
Net assets (EOY)
$1,281,119
Employer contributions
$59,827
Participant contributions
$435,274
Total income / additions
$657,007
Benefits paid
$59,754
Administrative expenses
$20,238
Total expenses
$79,992
Net increase / (decrease)
$577,015
Schedule source
Schedule H

Related Form 5500 pages