2023 Form 5500 filing — Pacific Dermatology Institute 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724103222NAL0008057331001) for Pacific Dermatology Institute 401(K) Plan, reported by Pacific Dermatology Institute, Inc. under EIN 27-0481805 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724103222NAL0008057331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Dermatology Institute, Inc.
- EIN
- 27-0481805
- Plan number
- 001
- Location
- Redlands, CA
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,947,405
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,947,405
- Employer contributions
- $209,260
- Participant contributions
- $657,698
- Total income / additions
- $1,275,896
- Benefits paid
- $247,997
- Administrative expenses
- $25,800
- Total expenses
- $273,797
- Net increase / (decrease)
- $1,002,099
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities, LLC | RETAINED BY PLAN SPONSOR | $14,951 | not reported in the loaded dataset |
| John Hancock | RETAINED BY EMPLOYER | $10,848 | $0 |