Casa Pacifica 401(K) Retirement Savings Plan — Form 5500 plan (Casa Pacifica)
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, Casa Pacifica 401(K) Retirement Savings Plan is a benefit plan reported by Casa Pacifica under EIN 33-0161177 and plan number 001. The latest loaded filing year is 2023. The filing reports 473 participants and $4,053,856 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Casa Pacifica
- EIN
- 33-0161177
- Plan number
- 001
- Plan type
- 2
- Location
- Hemet, CA
- Latest filing year
- 2023
- Participants
- 473
- End-of-year plan assets
- $4,053,856
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 473 | H, C | 20240917122452NAL0001746483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,053,856
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,053,856
- Net assets (BOY)
- $3,625,650
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $587,539
- Total contributions
- $590,339
- Total income / additions
- $1,022,774
Expenses & distributions
- Benefits paid
- $550,877
- Administrative expenses
- $40,411
- Total expenses
- $594,568
- Net increase / (decrease)
- $428,206
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $18,933 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $18,446 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,032 | not reported in the loaded dataset | 2023 |