Pacific Consolidated Industries 401(K) Retirement Plan — Form 5500 plan (Pacific Consolidated Industries, LLC)
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 Consolidated Industries 401(K) Retirement Plan is a benefit plan reported by Pacific Consolidated Industries, LLC under EIN 20-0180043 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $10,036,802 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Consolidated Industries, LLC
- EIN
- 20-0180043
- Plan number
- 001
- Plan type
- 2
- Location
- Riverside, CA
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $10,036,802
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20241008144350NAL0008475139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,036,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,036,802
- Net assets (BOY)
- $8,846,559
Income & contributions
- Employer contributions
- $290,474
- Participant contributions
- $727,130
- Total contributions
- $1,018,479
- Total income / additions
- $2,437,537
Expenses & distributions
- Benefits paid
- $1,192,223
- Administrative expenses
- $55,071
- Total expenses
- $1,247,294
- Net increase / (decrease)
- $1,190,243
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $30,861 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $16,236 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $11,655 | $0 | 2023 |
| Michael J Conkey & Associates | AUDITOR | $4,975 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,109 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pacific Consolidated Industries, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Riverside, CA
- Raymond James — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Michael J Conkey & Associates — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation