Pacifica Hospital Of The Valley 401(K) Plan — Form 5500 plan (Pacifica Of The Valley Corporation Dba)
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, Pacifica Hospital Of The Valley 401(K) Plan is a benefit plan reported by Pacifica Of The Valley Corporation Dba under EIN 33-0737312 and plan number 002. The latest loaded filing year is 2023. The filing reports 675 participants and $13,277,552 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacifica Of The Valley Corporation Dba
- EIN
- 33-0737312
- Plan number
- 002
- Plan type
- 2
- Location
- Sun Valley, CA
- Latest filing year
- 2023
- Participants
- 675
- End-of-year plan assets
- $13,277,552
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 675 | H, C | 20241015164052NAL0030373441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,277,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,277,552
- Net assets (BOY)
- $12,189,974
Income & contributions
- Participant contributions
- $1,183,624
- Total contributions
- $1,240,005
- Total income / additions
- $3,165,117
Expenses & distributions
- Benefits paid
- $1,910,230
- Administrative expenses
- $83,226
- Total expenses
- $2,077,539
- Net increase / (decrease)
- $1,087,578
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Western Trust | CONTRACT ADMINISTRATOR | $38,529 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,301 | $0 | 2023 |
| First Western Trust | INVESTMENT ADVISORY | $7,396 | not reported in the loaded dataset | 2023 |