Pacific Coast Producers Profit Sharing And Thrift 401(K) Plan — Form 5500 plan (Pacific Coast Producers)
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 Coast Producers Profit Sharing And Thrift 401(K) Plan is a benefit plan reported by Pacific Coast Producers under EIN 94-1748199 and plan number 002. The latest loaded filing year is 2023. The filing reports 355 participants and $55,339,076 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Coast Producers
- EIN
- 94-1748199
- Plan number
- 002
- Plan type
- 2
- Location
- Lodi, CA
- Latest filing year
- 2023
- Participants
- 355
- End-of-year plan assets
- $55,339,076
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 355 | H, C | 20241008105012NAL0017420513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,339,076
- Net assets (EOY)
- $55,339,076
- Net assets (BOY)
- $49,755,761
Income & contributions
- Employer contributions
- $1,019,518
- Participant contributions
- $2,266,681
- Total contributions
- $3,286,199
- Total income / additions
- $11,006,680
Expenses & distributions
- Benefits paid
- $5,358,168
- Administrative expenses
- $65,197
- Total expenses
- $5,423,365
- Net increase / (decrease)
- $5,583,315
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $53,910 | not reported in the loaded dataset | 2023 |
| Allworth Financial, L.P. | NONE | $5,764 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $422 | $0 | 2023 |