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 Retirement Services, Inc. 401(K) Plan is a benefit plan reported by Pacific Retirement Services, Inc. under EIN 93-1067253 and plan number 006. The latest loaded filing year is 2023. The filing reports 3,324 participants and $97,029,072 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,029,072
- Net assets (EOY)
- $97,029,072
- Net assets (BOY)
- $79,156,088
Income & contributions
- Employer contributions
- $6,285,458
- Participant contributions
- $5,065,727
- Total contributions
- $12,065,433
- Total income / additions
- $25,052,071
Expenses & distributions
- Benefits paid
- $6,925,714
- Administrative expenses
- $236,391
- Total expenses
- $7,179,087
- Net increase / (decrease)
- $17,872,984