Pacific States Industries, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Pacific States Industries, 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 States Industries, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Pacific States Industries, Inc. under EIN 94-2565203 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $19,010,603 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific States Industries, Inc.
- EIN
- 94-2565203
- Plan number
- 001
- Plan type
- 2
- Location
- Morgan Hill, CA
- Latest filing year
- 2023
- Participants
- 285
- End-of-year plan assets
- $19,010,603
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 285 | H, C | 20250113123802NAL0037224098001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,010,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,010,603
- Net assets (BOY)
- $15,693,998
Income & contributions
- Employer contributions
- $563,991
- Participant contributions
- $1,010,939
- Total contributions
- $1,708,972
- Total income / additions
- $4,782,072
Expenses & distributions
- Benefits paid
- $1,373,414
- Administrative expenses
- $84,345
- Total expenses
- $1,465,467
- Net increase / (decrease)
- $3,316,605
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | SERVICE PROVIDER | $30,953 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $29,642 | not reported in the loaded dataset | 2023 |
| Frank, Rimerman & Co. Llp | SERVICE PROVIDER | $23,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pacific States Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Morgan Hill, CA
- Ubs Financial Services, Inc. — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Frank, Rimerman & Co. Llp — Schedule C compensation