Pacific Medical Acquisition Co., Inc. 401(K) Plan — Form 5500 plan (Pacific Medical Group, 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 Medical Acquisition Co., Inc. 401(K) Plan is a benefit plan reported by Pacific Medical Group, Inc. under EIN 81-3174339 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $3,259,278 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Medical Group, Inc.
- EIN
- 81-3174339
- Plan number
- 001
- Plan type
- 2
- Location
- San Clemente, CA
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $3,259,278
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20241014105831NAL0014804035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,259,278
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,259,278
- Net assets (BOY)
- $2,648,249
Income & contributions
- Employer contributions
- $225,384
- Participant contributions
- $378,409
- Total contributions
- $603,793
- Total income / additions
- $1,092,978
Expenses & distributions
- Benefits paid
- $457,780
- Administrative expenses
- $24,501
- Total expenses
- $481,949
- Net increase / (decrease)
- $611,029
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $15,880 | $0 | 2023 |
| Cbiz Investment Advisory Svcs LLC | INVESTMENT ADVISOR | $8,273 | not reported in the loaded dataset | 2023 |
| Canton Data Print, LLC | OTHER | $242 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $106 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pacific Medical Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Clemente, CA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Cbiz Investment Advisory Svcs LLC — Schedule C compensation
- Canton Data Print, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation