2023 Form 5500 filing — Pacific Imaging Management LLC 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 20241015123133NAL0016391155001) for Pacific Imaging Management LLC 401(K) Profit Sharing Plan, reported by Pacific Imaging Management, LLC under EIN 26-3203328 and plan number 006. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123133NAL0016391155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Imaging Management, LLC
- EIN
- 26-3203328
- Plan number
- 006
- Location
- Templeton, CA
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,473,599
- Net assets (EOY)
- $22,473,599
- Employer contributions
- $826,605
- Participant contributions
- $717,217
- Total income / additions
- $5,077,777
- Benefits paid
- $639,597
- Administrative expenses
- $71,133
- Total expenses
- $710,730
- Net increase / (decrease)
- $4,367,047
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Evolve Retirement Plan Solutions | RECORDKEEPING | $25,551 | not reported in the loaded dataset |
| Covus Wealth Advisors | INVESTMENT MGMT | $22,888 | not reported in the loaded dataset |
| Qualified Services Dba Hickspension | CONTRACT ADMIN TPA | $12,965 | not reported in the loaded dataset |
| Lee Cpa Audit Group | CONSULTING | $8,100 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAL | $1,660 | $0 |