2023 Form 5500 filing — Pacific Healthcare Group LLC 401(K) Retirement Savings 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 20241014224549NAL0015631699002) for Pacific Healthcare Group LLC 401(K) Retirement Savings Plan, reported by Pacific Healthcare Group LLC under EIN 88-4181241 and plan number 001. It reports 333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014224549NAL0015631699002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Healthcare Group LLC
- EIN
- 88-4181241
- Plan number
- 001
- Location
- Pearl City, HI
- Participants
- 333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,945,920
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,945,920
- Employer contributions
- $89,070
- Participant contributions
- $597,548
- Total income / additions
- $2,544,823
- Benefits paid
- $995,135
- Administrative expenses
- $71,186
- Total expenses
- $1,066,321
- Net increase / (decrease)
- $1,478,502
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Suemori & Inouye, Inc. | TPA | $39,209 | $0 |
| Ubs Financial Services, Inc | INVESTMENT ADVISORY | $26,700 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $5,815 | $0 |