2023 Form 5500 filing — Pacificsource 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 20241015160806NAL0058631298001) for Pacificsource 401(K) Plan, reported by Pacificsource under EIN 46-3939584 and plan number 002. It reports 2,164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160806NAL0058631298001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacificsource
- EIN
- 46-3939584
- Plan number
- 002
- Location
- Springfield, OR
- Participants
- 2,164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $147,606,328
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $147,606,328
- Employer contributions
- $8,245,511
- Participant contributions
- $11,476,013
- Total income / additions
- $45,835,549
- Benefits paid
- $13,162,311
- Administrative expenses
- $44,104
- Total expenses
- $13,210,816
- Net increase / (decrease)
- $32,624,733
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors | INV ADV | $23,836 | not reported in the loaded dataset |
| Fid Inv Instl Ops Co | RECORDKEEPER | $20,628 | $0 |