2023 Form 5500 filing — The Pasha Group 401(K) Profit Sharing 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 20241015021431NAL0054595442001) for The Pasha Group 401(K) Profit Sharing Plan, reported by The Pasha Group under EIN 94-2279544 and plan number 003. It reports 1,017 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015021431NAL0054595442001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Pasha Group
- EIN
- 94-2279544
- Plan number
- 003
- Location
- San Rafael, CA
- Participants
- 1,017
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,918,316
- Net assets (EOY)
- $80,918,316
- Employer contributions
- $1,693,376
- Participant contributions
- $4,224,344
- Total income / additions
- $16,827,540
- Benefits paid
- $5,164,446
- Administrative expenses
- $99,977
- Total expenses
- $5,264,423
- Net increase / (decrease)
- $11,563,117
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance And | SERVICE PROVIDER | $68,015 | $0 |
| Schiller'S Pension Consulting | SERVICE PROVIDER | $26,750 | $0 |
| Morningstar | SERVICE PROVIDER | $0 | $8,894 |
| Morningstar Investment Management | SERVICE PROVIDER | $5,212 | $0 |