2023 Form 5500 filing — Pacific Consolidated Industries 401(K) Retirement 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 20241008144350NAL0008475139001) for Pacific Consolidated Industries 401(K) Retirement Plan, reported by Pacific Consolidated Industries, LLC under EIN 20-0180043 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008144350NAL0008475139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Consolidated Industries, LLC
- EIN
- 20-0180043
- Plan number
- 001
- Location
- Riverside, CA
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,036,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,036,802
- Employer contributions
- $290,474
- Participant contributions
- $727,130
- Total income / additions
- $2,437,537
- Benefits paid
- $1,192,223
- Administrative expenses
- $55,071
- Total expenses
- $1,247,294
- Net increase / (decrease)
- $1,190,243
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $30,861 | not reported in the loaded dataset |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $16,236 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $11,655 | $0 |
| Michael J Conkey & Associates | AUDITOR | $4,975 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,109 | not reported in the loaded dataset |