2023 Form 5500 filing — Pacific Coast Bankers' Bancshares 401(K) 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 20241121155337NAL0001344064001) for Pacific Coast Bankers' Bancshares 401(K) Savings Plan, reported by Pacific Coast Bankers' Bancshares under EIN 94-3311267 and plan number 002. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$20.9MReported net assets$20,882,305
Participants127
Provider compensation$70.2K2 Schedule C row(s)$70,158
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241121155337NAL0001344064001
Plan sponsor
Pacific Coast Bankers' Bancshares
EIN
94-3311267
Plan number
002
Location
Walnut Creek, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$20.9M total assets
Net assets$20.9MLiabilities$0
Money in vs. money out
Total income / additions$5.5M
Total expenses$2.5M
Benefits paid / distributions$2.4M
Contributions
Employer$523.9K
Participant$1.3M
Full reported line items
Total assets (EOY)
$20,882,305
Total liabilities (EOY)
$0
Net assets (EOY)
$20,882,305
Employer contributions
$523,892
Participant contributions
$1,344,665
Total income / additions
$5,539,767
Benefits paid
$2,434,768
Administrative expenses
$70,158
Total expenses
$2,504,926
Net increase / (decrease)
$3,034,841
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $38.5K
  2. 2
    RECORDKEEPER · Direct $31.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241121155337NAL0001344064001 cover?
It is the 2023 Form 5500 filing for Pacific Coast Bankers' Bancshares 401(K) Savings Plan, reported by Pacific Coast Bankers' Bancshares (EIN 94-3311267).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages