2023 Form 5500 filing — Pacific Coast Sales And Service, Inc. 401k 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 20250618183617NAL0002520417001) for Pacific Coast Sales And Service, Inc. 401k Plan, reported by Pacific Coast Sales And Service, Inc. under EIN 94-2940366 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250618183617NAL0002520417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Coast Sales And Service, Inc.
- EIN
- 94-2940366
- Plan number
- 001
- Location
- Sunnyvale, CA
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,979,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,979,543
- Employer contributions
- $335,169
- Participant contributions
- $975,380
- Total income / additions
- $5,240,040
- Benefits paid
- $2,337,806
- Administrative expenses
- $71,286
- Total expenses
- $2,409,092
- Net increase / (decrease)
- $2,830,948
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $31,468 | not reported in the loaded dataset |
| Cetera Advisors LLC | BROKER/ADVISO R | $15,540 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | not reported in the loaded dataset | $14,171 | not reported in the loaded dataset |
| Cetera Investmnet Advisers LLC | INVESTMENT ADVISOR | $11,181 | not reported in the loaded dataset |
| Qualified Services, Inc. Dba Hicks | CONTRACT ADMINISTRATOR | $2,350 | $5,000 |