Pacific Rim Mechanical Contractors, Inc. 401(K) Plan — Form 5500 plan (Pacific Rim Mechanical Contractors, Inc.)
Plain-English plan 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, Pacific Rim Mechanical Contractors, Inc. 401(K) Plan is a benefit plan reported by Pacific Rim Mechanical Contractors, Inc. under EIN 03-0489033 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,419 participants and $68,071,873 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Rim Mechanical Contractors, Inc.
- EIN
- 03-0489033
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 1,419
- End-of-year plan assets
- $68,071,873
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,419 | H, C | 20241011144146NAL0011032227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,071,873
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,071,873
- Net assets (BOY)
- $57,654,681
Income & contributions
- Employer contributions
- $1,886,211
- Participant contributions
- $4,712,556
- Total contributions
- $6,844,024
- Total income / additions
- $15,634,972
Expenses & distributions
- Benefits paid
- $4,686,238
- Administrative expenses
- $128,412
- Total expenses
- $5,217,780
- Net increase / (decrease)
- $10,417,192
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $87,030 | not reported in the loaded dataset | 2023 |
| Economic Group Pension Services | CONTRACT ADMIN | $11,725 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,859 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pacific Rim Mechanical Contractors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Creative Planning LLC — Schedule C compensation
- Economic Group Pension Services — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation