Pacific Lifestyle Homes, Inc. 401(K) Plan — Form 5500 plan (Pacific Lifestyle Homes, Inc.)
Plain-English plan 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, Pacific Lifestyle Homes, Inc. 401(K) Plan is a benefit plan reported by Pacific Lifestyle Homes, Inc. under EIN 20-3911811 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $6,782,219 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Lifestyle Homes, Inc.
- EIN
- 20-3911811
- Plan number
- 001
- Plan type
- 2
- Location
- Vancouver, WA
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $6,782,219
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20241014184525NAL0054848850001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,782,219
- Total liabilities (EOY)
- $12,548
- Net assets (EOY)
- $6,769,671
- Net assets (BOY)
- $5,490,083
Income & contributions
- Employer contributions
- $272,252
- Participant contributions
- $639,360
- Total contributions
- $934,657
- Total income / additions
- $2,047,864
Expenses & distributions
- Benefits paid
- $725,029
- Administrative expenses
- $43,247
- Total expenses
- $768,276
- Net increase / (decrease)
- $1,279,588
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bnc Wealth Management | INVESTMENT ADVISOR | $23,641 | not reported in the loaded dataset | 2023 |
| Pension Plan Specialists | TPA | $2,100 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,376 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pacific Lifestyle Homes, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Vancouver, WA
- Bnc Wealth Management — Schedule C compensation
- Pension Plan Specialists — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation