Pacific Imaging Management LLC 401(K) Profit Sharing Plan — Form 5500 plan (Pacific Imaging Management, 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 Imaging Management LLC 401(K) Profit Sharing Plan is a benefit plan reported by Pacific Imaging Management, LLC under EIN 26-3203328 and plan number 006. The latest loaded filing year is 2023. The filing reports 216 participants and $22,473,599 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pacific Imaging Management, LLC
EIN
26-3203328
Plan number
006
Plan type
2
Location
Templeton, CA
Latest filing year
2023
Participants
216
End-of-year plan assets
$22,473,599

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023216H, C20241015123133NAL0016391155001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,473,599
Net assets (EOY)
$22,473,599
Net assets (BOY)
$18,106,552

Income & contributions

Employer contributions
$826,605
Participant contributions
$717,217
Total contributions
$1,574,372
Total income / additions
$5,077,777

Expenses & distributions

Benefits paid
$639,597
Administrative expenses
$71,133
Total expenses
$710,730
Net increase / (decrease)
$4,367,047

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Evolve Retirement Plan SolutionsRECORDKEEPING$25,551not reported in the loaded dataset2023
Covus Wealth AdvisorsINVESTMENT MGMT$22,888not reported in the loaded dataset2023
Qualified Services Dba HickspensionCONTRACT ADMIN TPA$12,965not reported in the loaded dataset2023
Lee Cpa Audit GroupCONSULTING$8,100not reported in the loaded dataset2023
Charles Schwab Trust BankCUSTODIAL$1,660$02023

Related Form 5500 pages