Pac-Mac Holdings, Inc. 401(K) Plan — Form 5500 plan (Pac-Mac Holdings, 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, Pac-Mac Holdings, Inc. 401(K) Plan is a benefit plan reported by Pac-Mac Holdings, Inc. under EIN 45-2974633 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $4,706,448 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.7MPlan net assets, end of year$4,706,448
Participants236Covered participants reported
Assets / participant$19.9KComputed: assets ÷ participants$19,943 (computed)
Provider compensation$56.3K3 Schedule C provider row(s)$56,252
Plan sponsor
Pac-Mac Holdings, Inc.
EIN
45-2974633
Plan number
001
Plan type
2
Location
Fort Worth, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023236H, C20241014134535NAL0026311297001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.7M total assets
Net assets$4.7MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$255.1K
Benefits paid / distributions$198.9K
Contributions
Employer$134.7K
Participant$764.3K
Full reported line items

Net assets

Total assets (EOY)
$4,706,448
Total liabilities (EOY)
$0
Net assets (EOY)
$4,706,448
Net assets (BOY)
$3,136,110

Income & contributions

Employer contributions
$134,708
Participant contributions
$764,310
Total contributions
$1,204,941
Total income / additions
$1,825,455

Expenses & distributions

Benefits paid
$198,865
Administrative expenses
$56,252
Total expenses
$255,117
Net increase / (decrease)
$1,570,338
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 15%Participant 85%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income11%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life Ins CoRECORDKEEPER$39,784$02023
Futureplan Fiduciary Services, LLCRECORDKEEPER$15,938$02023
Flexpath Strategies, LLCINVESTMENT ADVISORY$530not reported in the loaded dataset2023

Related Form 5500 pages