Pacific Dermatology Institute 401(K) Plan — Form 5500 plan (Pacific Dermatology Institute, 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 Dermatology Institute 401(K) Plan is a benefit plan reported by Pacific Dermatology Institute, Inc. under EIN 27-0481805 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $2,947,405 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pacific Dermatology Institute, Inc.
EIN
27-0481805
Plan number
001
Plan type
2
Location
Redlands, CA
Latest filing year
2023
Participants
195
End-of-year plan assets
$2,947,405

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023195H, C20240724103222NAL0008057331001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,947,405
Total liabilities (EOY)
$0
Net assets (EOY)
$2,947,405
Net assets (BOY)
$1,945,306

Income & contributions

Employer contributions
$209,260
Participant contributions
$657,698
Total contributions
$866,958
Total income / additions
$1,275,896

Expenses & distributions

Benefits paid
$247,997
Administrative expenses
$25,800
Total expenses
$273,797
Net increase / (decrease)
$1,002,099

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mma Securities, LLCRETAINED BY PLAN SPONSOR$14,951not reported in the loaded dataset2023
John HancockRETAINED BY EMPLOYER$10,848$02023

Related Form 5500 pages