Pacific Haven And Companion 401(K) Plan — Form 5500 plan (Pacific Haven Subacute And Healthcare Center)
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 Haven And Companion 401(K) Plan is a benefit plan reported by Pacific Haven Subacute And Healthcare Center under EIN 33-0492281 and plan number 001. The latest loaded filing year is 2023. The filing reports 453 participants and $10,268,480 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Haven Subacute And Healthcare Center
- EIN
- 33-0492281
- Plan number
- 001
- Plan type
- 3
- Location
- Garden Grove, CA
- Latest filing year
- 2023
- Participants
- 453
- End-of-year plan assets
- $10,268,480
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 453 | H, C | 20241003114721NAL0004843427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,268,480
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,268,480
- Net assets (BOY)
- $9,230,652
Income & contributions
- Employer contributions
- $96,023
- Participant contributions
- $667,898
- Total contributions
- $829,605
- Total income / additions
- $2,086,058
Expenses & distributions
- Benefits paid
- $950,927
- Administrative expenses
- $97,303
- Total expenses
- $1,048,230
- Net increase / (decrease)
- $1,037,828
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Retirement Group | INVESTMENT ADVISOR | $18,979 | $0 | 2023 |
| Pension Benefits Unlimited | TPA | $16,075 | $0 | 2023 |
| John Hancock Usa | RECORDKEEPER | $434 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pacific Haven Subacute And Healthcare Center
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Garden Grove, CA
- Pensionmark Retirement Group — Schedule C compensation
- Pension Benefits Unlimited — Schedule C compensation
- John Hancock Usa — Schedule C compensation