401(K) Profit Sharing Plan Of Pacific Clinics — Form 5500 plan (Pacific Clinics)
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, 401(K) Profit Sharing Plan Of Pacific Clinics is a benefit plan reported by Pacific Clinics under EIN 94-2295953 and plan number 007. The latest loaded filing year is 2023. The filing reports 2,368 participants and $106,310,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Clinics
- EIN
- 94-2295953
- Plan number
- 007
- Plan type
- 2
- Location
- Campbell, CA
- Latest filing year
- 2023
- Participants
- 2,368
- End-of-year plan assets
- $106,310,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,368 | H, C | 20250122111305NAL0007551120001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $106,310,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,310,011
- Net assets (BOY)
- $11,713,806
Income & contributions
- Employer contributions
- $4,878,685
- Participant contributions
- $9,987,286
- Total contributions
- $45,603,324
- Total income / additions
- $58,929,597
Expenses & distributions
- Benefits paid
- $9,192,557
- Administrative expenses
- $220,825
- Total expenses
- $9,462,421
- Net increase / (decrease)
- $49,467,176
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $140,223 | $0 | 2023 |
| Rsm Us Llp | ACCOUNTANT | $43,580 | not reported in the loaded dataset | 2023 |
| Lee Cpa Audit Group | ACCOUNTANT | $24,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $12,522 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pacific Clinics
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Campbell, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Lee Cpa Audit Group — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation