Pacific Ag Insurance 401(K) Safe Harbor Plan — Form 5500 plan (Pacific Ag Insurance Agency, 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 Ag Insurance 401(K) Safe Harbor Plan is a benefit plan reported by Pacific Ag Insurance Agency, Inc. under EIN 77-0525746 and plan number 001. The latest loaded filing year is 2023. The filing reports 39 participants and $4,689,606 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Ag Insurance Agency, Inc.
- EIN
- 77-0525746
- Plan number
- 001
- Plan type
- 2
- Location
- Hanford, CA
- Latest filing year
- 2023
- Participants
- 39
- End-of-year plan assets
- $4,689,606
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 39 | I | 20240703130301NAL0009463904001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,689,606
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,689,606
- Net assets (BOY)
- $3,440,064
Income & contributions
- Employer contributions
- $106,698
- Participant contributions
- $223,819
- Total income / additions
- $1,951,979
Expenses & distributions
- Benefits paid
- $622,379
- Administrative expenses
- $80,058
- Total expenses
- $702,437
- Net increase / (decrease)
- $1,249,542
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.