The Pasha Group 401(K) Profit Sharing Plan — Form 5500 plan (The Pasha Group)
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, The Pasha Group 401(K) Profit Sharing Plan is a benefit plan reported by The Pasha Group under EIN 94-2279544 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,017 participants and $80,918,316 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Pasha Group
- EIN
- 94-2279544
- Plan number
- 003
- Plan type
- 2
- Location
- San Rafael, CA
- Latest filing year
- 2023
- Participants
- 1,017
- End-of-year plan assets
- $80,918,316
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,017 | H, C | 20241015021431NAL0054595442001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,918,316
- Net assets (EOY)
- $80,918,316
- Net assets (BOY)
- $69,355,199
Income & contributions
- Employer contributions
- $1,693,376
- Participant contributions
- $4,224,344
- Total contributions
- $6,040,337
- Total income / additions
- $16,827,540
Expenses & distributions
- Benefits paid
- $5,164,446
- Administrative expenses
- $99,977
- Total expenses
- $5,264,423
- Net increase / (decrease)
- $11,563,117
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance And | SERVICE PROVIDER | $68,015 | $0 | 2023 |
| Schiller'S Pension Consulting | SERVICE PROVIDER | $26,750 | $0 | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $8,894 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $5,212 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Pasha Group
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Rafael, CA
- Voya Retirement Insurance And — Schedule C compensation
- Schiller'S Pension Consulting — Schedule C compensation
- Morningstar — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation