Pacific Healthcare Group LLC 401(K) Retirement Savings Plan — Form 5500 plan (Pacific Healthcare Group 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, Pacific Healthcare Group LLC 401(K) Retirement Savings Plan is a benefit plan reported by Pacific Healthcare Group LLC under EIN 88-4181241 and plan number 001. The latest loaded filing year is 2023. The filing reports 333 participants and $11,945,920 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Healthcare Group LLC
- EIN
- 88-4181241
- Plan number
- 001
- Plan type
- 2
- Location
- Pearl City, HI
- Latest filing year
- 2023
- Participants
- 333
- End-of-year plan assets
- $11,945,920
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 333 | H, C | 20241014224549NAL0015631699002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,945,920
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,945,920
- Net assets (BOY)
- $10,626,210
Income & contributions
- Employer contributions
- $89,070
- Participant contributions
- $597,548
- Total contributions
- $782,930
- Total income / additions
- $2,544,823
Expenses & distributions
- Benefits paid
- $995,135
- Administrative expenses
- $71,186
- Total expenses
- $1,066,321
- Net increase / (decrease)
- $1,478,502
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Suemori & Inouye, Inc. | TPA | $39,209 | $0 | 2023 |
| Ubs Financial Services, Inc | INVESTMENT ADVISORY | $26,700 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $5,815 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pacific Healthcare Group LLC
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Pearl City, HI
- Suemori & Inouye, Inc. — Schedule C compensation
- Ubs Financial Services, Inc — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation