2023 Form 5500 filing — Pacific States Industries, Inc. 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 20250113123802NAL0037224098001) for Pacific States Industries, Inc. 401(K) Profit Sharing Plan, reported by Pacific States Industries, Inc. under EIN 94-2565203 and plan number 001. It reports 285 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113123802NAL0037224098001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific States Industries, Inc.
- EIN
- 94-2565203
- Plan number
- 001
- Location
- Morgan Hill, CA
- Participants
- 285
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,010,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,010,603
- Employer contributions
- $563,991
- Participant contributions
- $1,010,939
- Total income / additions
- $4,782,072
- Benefits paid
- $1,373,414
- Administrative expenses
- $84,345
- Total expenses
- $1,465,467
- Net increase / (decrease)
- $3,316,605
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | SERVICE PROVIDER | $30,953 | not reported in the loaded dataset |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $29,642 | not reported in the loaded dataset |
| Frank, Rimerman & Co. Llp | SERVICE PROVIDER | $23,750 | not reported in the loaded dataset |