Pacific Unlimited, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Pacific Unlimited, 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 Unlimited, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Pacific Unlimited, Inc. under EIN 98-0075957 and plan number 002. The latest loaded filing year is 2023. The filing reports 190 participants and $2,810,762 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.8MPlan net assets, end of year$2,810,762
Participants190Covered participants reported
Assets / participant$14.8KComputed: assets ÷ participants$14,793 (computed)
Provider compensation$28.3K2 Schedule C provider row(s)$28,300
- Plan sponsor
- Pacific Unlimited, Inc.
- EIN
- 98-0075957
- Plan number
- 002
- Plan type
- 2
- Location
- Tiyan Barrigada, GU
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20241122112359NAL0001048835001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.8M total assets
Net assets$2.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,810,762
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,810,762
- Net assets (BOY)
- $2,299,873
Income & contributions
- Employer contributions
- $137,929
- Participant contributions
- $257,597
- Total contributions
- $396,051
- Total income / additions
- $683,911
Expenses & distributions
- Benefits paid
- $145,406
- Administrative expenses
- $27,616
- Total expenses
- $173,022
- Net increase / (decrease)
- $510,889
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Asis Pacific Financial Management | INVESTMENT ADVISOR | $17,477 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | TPA & RECORDKEEPER | $10,823 | not reported in the loaded dataset | 2023 |