Plan5500

Pacific Medical, Inc. 401(K) Plan — Form 5500 plan (Pacific Medical, 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 Medical, Inc. 401(K) Plan is a benefit plan reported by Pacific Medical, Inc. under EIN 94-3170060 and plan number 001. The latest loaded filing year is 2023. The filing reports 480 participants and $19,752,747 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pacific Medical, Inc.
EIN
94-3170060
Plan number
001
Plan type
2
Location
Tracy, CA
Latest filing year
2023
Participants
480
End-of-year plan assets
$19,752,747

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023480H, C20241008161222NAL0030487824001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,752,747
Total liabilities (EOY)
$0
Net assets (EOY)
$19,752,747
Net assets (BOY)
$16,224,136

Income & contributions

Participant contributions
$1,694,923
Total contributions
$1,822,037
Total income / additions
$5,091,411

Expenses & distributions

Benefits paid
$1,453,451
Administrative expenses
$88,182
Total expenses
$1,562,800
Net increase / (decrease)
$3,528,611

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.NONE$28,692$02023
Portico Wealth AdvisorsNONE$18,611not reported in the loaded dataset2023

Related Form 5500 pages