Pacific Cataract And Laser Institute, Inc. Pc 401(K) Plan — Form 5500 plan (Pacific Cataract And Laser Institute, Inc., Pc)

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 Cataract And Laser Institute, Inc. Pc 401(K) Plan is a benefit plan reported by Pacific Cataract And Laser Institute, Inc., Pc under EIN 91-1394965 and plan number 002. The latest loaded filing year is 2023. The filing reports 671 participants and $80,708,271 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pacific Cataract And Laser Institute, Inc., Pc
EIN
91-1394965
Plan number
002
Plan type
2
Location
Chehalis, WA
Latest filing year
2023
Participants
671
End-of-year plan assets
$80,708,271

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023671H, C20240926174124NAL0001799232001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$80,708,271
Total liabilities (EOY)
$0
Net assets (EOY)
$80,708,271
Net assets (BOY)
$68,587,616

Income & contributions

Employer contributions
$2,053,423
Participant contributions
$4,090,755
Total contributions
$6,220,562
Total income / additions
$17,159,101

Expenses & distributions

Benefits paid
$4,972,730
Administrative expenses
$61,472
Total expenses
$5,038,446
Net increase / (decrease)
$12,120,655

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sageview Advisory GroupINVESTMENT ADVISOR$36,000not reported in the loaded dataset2023
Pension Plan Specialists PcTPA$19,965not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$4,958$02023

Related Form 5500 pages