2023 Form 5500 filing — Pacific Medical Acquisition Co., Inc. 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 20241014105831NAL0014804035001) for Pacific Medical Acquisition Co., Inc. 401(K) Plan, reported by Pacific Medical Group, Inc. under EIN 81-3174339 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105831NAL0014804035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Medical Group, Inc.
- EIN
- 81-3174339
- Plan number
- 001
- Location
- San Clemente, CA
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,259,278
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,259,278
- Employer contributions
- $225,384
- Participant contributions
- $378,409
- Total income / additions
- $1,092,978
- Benefits paid
- $457,780
- Administrative expenses
- $24,501
- Total expenses
- $481,949
- Net increase / (decrease)
- $611,029
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $15,880 | $0 |
| Cbiz Investment Advisory Svcs LLC | INVESTMENT ADVISOR | $8,273 | not reported in the loaded dataset |
| Canton Data Print, LLC | OTHER | $242 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $106 | not reported in the loaded dataset |