2023 Form 5500 filing — Pacific Global Investment Management Co. 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 20241011130615NAL0021910609001) for Pacific Global Investment Management Co. 401(K) Plan, reported by Pacific Global Investment Management under EIN 95-4351611 and plan number 002. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.4MReported net assets$4,361,862
Participants16
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011130615NAL0021910609001
Plan sponsor
Pacific Global Investment Management
EIN
95-4351611
Plan number
002
Location
Glendale, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.4M total assets
Net assets$4.4MLiabilities
Money in vs. money out
Total income / additions$933.2K
Total expenses$194.3K
Benefits paid / distributions$183K
Contributions
Employer$112.9K
Participant$131.9K
Full reported line items
Total assets (EOY)
$4,361,862
Net assets (EOY)
$4,361,862
Employer contributions
$112,858
Participant contributions
$131,882
Total income / additions
$933,202
Benefits paid
$183,000
Administrative expenses
$702
Total expenses
$194,344
Net increase / (decrease)
$738,858

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011130615NAL0021910609001 cover?
It is the 2023 Form 5500 filing for Pacific Global Investment Management Co. 401(K) Plan, reported by Pacific Global Investment Management (EIN 95-4351611).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages