2023 Form 5500 filing — 401(K) Profit Sharing Plan Of Pacific Clinics
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 20250122111305NAL0007551120001) for 401(K) Profit Sharing Plan Of Pacific Clinics, reported by Pacific Clinics under EIN 94-2295953 and plan number 007. It reports 2,368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250122111305NAL0007551120001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Clinics
- EIN
- 94-2295953
- Plan number
- 007
- Location
- Campbell, CA
- Participants
- 2,368
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,310,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,310,011
- Employer contributions
- $4,878,685
- Participant contributions
- $9,987,286
- Total income / additions
- $58,929,597
- Benefits paid
- $9,192,557
- Administrative expenses
- $220,825
- Total expenses
- $9,462,421
- Net increase / (decrease)
- $49,467,176
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $140,223 | $0 |
| Rsm Us Llp | ACCOUNTANT | $43,580 | not reported in the loaded dataset |
| Lee Cpa Audit Group | ACCOUNTANT | $24,500 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $12,522 | not reported in the loaded dataset |