Pcf Insurance Services Of The West, LLC 401(K) Cash Or Deferred Profit Sharing Plan — Form 5500 plan (Pcf Insurance Services Of The West, LLC)
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, Pcf Insurance Services Of The West, LLC 401(K) Cash Or Deferred Profit Sharing Plan is a benefit plan reported by Pcf Insurance Services Of The West, LLC under EIN 82-1368960 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,762 participants and $84,015,818 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pcf Insurance Services Of The West, LLC
- EIN
- 82-1368960
- Plan number
- 001
- Plan type
- 2
- Location
- Woodland Hills, CA
- Latest filing year
- 2023
- Participants
- 2,762
- End-of-year plan assets
- $84,015,818
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,762 | H, C | 20240917161935NAL0003215665001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,015,818
- Net assets (EOY)
- $84,015,818
- Net assets (BOY)
- $61,724,525
Income & contributions
- Employer contributions
- $3,972,947
- Participant contributions
- $12,008,819
- Total contributions
- $20,009,024
- Total income / additions
- $29,891,087
Expenses & distributions
- Benefits paid
- $7,563,508
- Administrative expenses
- $4,513
- Total expenses
- $7,599,794
- Net increase / (decrease)
- $22,291,293
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| R-Tech Consultants Inc | CONTRACT ADMINISTRATOR | $98,495 | $0 | 2023 |
| Monarch Corporate Advisors Inc. | INVESTMENT ADVISOR | $69,334 | $0 | 2023 |
| Pension Assurance Llp | AUDITOR | $22,000 | $0 | 2023 |
| Empower Annuty Insurance Company | RECORDKEEPER | $16,360 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pcf Insurance Services Of The West, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Woodland Hills, CA
- R-Tech Consultants Inc — Schedule C compensation
- Monarch Corporate Advisors Inc. — Schedule C compensation
- Pension Assurance Llp — Schedule C compensation
- Empower Annuty Insurance Company — Schedule C compensation