2023 Form 5500 filing — Pacifica Hospital Of The Valley 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 20241015164052NAL0030373441001) for Pacifica Hospital Of The Valley 401(K) Plan, reported by Pacifica Of The Valley Corporation Dba under EIN 33-0737312 and plan number 002. It reports 675 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164052NAL0030373441001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacifica Of The Valley Corporation Dba
- EIN
- 33-0737312
- Plan number
- 002
- Location
- Sun Valley, CA
- Participants
- 675
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,277,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,277,552
- Participant contributions
- $1,183,624
- Total income / additions
- $3,165,117
- Benefits paid
- $1,910,230
- Administrative expenses
- $83,226
- Total expenses
- $2,077,539
- Net increase / (decrease)
- $1,087,578
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Western Trust | CONTRACT ADMINISTRATOR | $38,529 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,301 | $0 |
| First Western Trust | INVESTMENT ADVISORY | $7,396 | not reported in the loaded dataset |