2023 Form 5500 filing — Pacific Union Company 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 20241014173540NAL0013695523001) for Pacific Union Company 401(K) Retirement Plan, reported by Pacific Union Company under EIN 94-2321747 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014173540NAL0013695523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Union Company
- EIN
- 94-2321747
- Plan number
- 001
- Location
- St. Helena, CA
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,608,774
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,608,774
- Employer contributions
- $348,960
- Participant contributions
- $932,496
- Total income / additions
- $2,515,954
- Benefits paid
- $249,334
- Administrative expenses
- $1,864
- Total expenses
- $251,198
- Net increase / (decrease)
- $2,264,756
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory | NONE | $0 | $23,410 |
| American United Life Insurance Co | NONE | $2,166 | not reported in the loaded dataset |