Pacific Commercial Group, Inc. Profit Sharing 401k Plan — Form 5500 plan (Pacific Commercial Group, 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 Commercial Group, Inc. Profit Sharing 401k Plan is a benefit plan reported by Pacific Commercial Group, Inc. under EIN 20-8099200 and plan number 004. The latest loaded filing year is 2023. The filing reports 1 participants and $2,781,467 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.8MPlan net assets, end of year$2,781,467
Participants1Covered participants reported
Assets / participant$2.8MComputed: assets ÷ participants$2,781,467 (computed)
Provider compensationNone reported
Plan sponsor
Pacific Commercial Group, Inc.
EIN
20-8099200
Plan number
004
Plan type
2
Location
Windsor, CO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231I20241009151551NAL0010774211001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$719.4K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$40K
Participant$97.5K
Full reported line items

Net assets

Total assets (EOY)
$2,781,467
Total liabilities (EOY)
$0
Net assets (EOY)
$2,781,467
Net assets (BOY)
$2,062,072

Income & contributions

Employer contributions
$40,000
Participant contributions
$97,500
Total income / additions
$719,395

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$719,395
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 29%Participant 71%

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages