Plan5500

Pacific Office Automation Capital Accumulation Plan — Form 5500 plan (Pacific Office Automation, 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 Office Automation Capital Accumulation Plan is a benefit plan reported by Pacific Office Automation, Inc. under EIN 93-0665413 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,509 participants and $133,602,033 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pacific Office Automation, Inc.
EIN
93-0665413
Plan number
001
Plan type
2
Location
Beaverton, OR
Latest filing year
2023
Participants
1,509
End-of-year plan assets
$133,602,033

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,509H, C20241010184626NAL0021629217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$133,602,033
Total liabilities (EOY)
$0
Net assets (EOY)
$133,602,033
Net assets (BOY)
$99,757,622

Income & contributions

Employer contributions
$3,492,645
Participant contributions
$5,363,205
Total contributions
$8,859,604
Total income / additions
$43,624,330

Expenses & distributions

Benefits paid
$9,531,412
Administrative expenses
$248,507
Total expenses
$9,779,919
Net increase / (decrease)
$33,844,411

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sloy, Dahl & Holst, IncINVESTMENT ADVISOR$226,949not reported in the loaded dataset2023
Spectrum Pension Consultants, IncRECORDKEEPER$21,558not reported in the loaded dataset2023

Related Form 5500 pages