2023 Form 5500 filing — Pacific Cataract And Laser Institute, Inc. Pc 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 20240926174124NAL0001799232001) for Pacific Cataract And Laser Institute, Inc. Pc 401(K) Plan, reported by Pacific Cataract And Laser Institute, Inc., Pc under EIN 91-1394965 and plan number 002. It reports 671 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926174124NAL0001799232001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Cataract And Laser Institute, Inc., Pc
- EIN
- 91-1394965
- Plan number
- 002
- Location
- Chehalis, WA
- Participants
- 671
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,708,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,708,271
- Employer contributions
- $2,053,423
- Participant contributions
- $4,090,755
- Total income / additions
- $17,159,101
- Benefits paid
- $4,972,730
- Administrative expenses
- $61,472
- Total expenses
- $5,038,446
- Net increase / (decrease)
- $12,120,655
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group | INVESTMENT ADVISOR | $36,000 | not reported in the loaded dataset |
| Pension Plan Specialists Pc | TPA | $19,965 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $4,958 | $0 |