2023 Form 5500 filing — Pacific Lifestyle Homes, 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 20241014184525NAL0054848850001) for Pacific Lifestyle Homes, Inc. 401(K) Plan, reported by Pacific Lifestyle Homes, Inc. under EIN 20-3911811 and plan number 001. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014184525NAL0054848850001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Lifestyle Homes, Inc.
- EIN
- 20-3911811
- Plan number
- 001
- Location
- Vancouver, WA
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,782,219
- Total liabilities (EOY)
- $12,548
- Net assets (EOY)
- $6,769,671
- Employer contributions
- $272,252
- Participant contributions
- $639,360
- Total income / additions
- $2,047,864
- Benefits paid
- $725,029
- Administrative expenses
- $43,247
- Total expenses
- $768,276
- Net increase / (decrease)
- $1,279,588
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bnc Wealth Management | INVESTMENT ADVISOR | $23,641 | not reported in the loaded dataset |
| Pension Plan Specialists | TPA | $2,100 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,376 | $0 |