Pacific Coast Termite, Inc. 401(K) Plan — Form 5500 plan (Pacific Coast Termite, 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 Coast Termite, Inc. 401(K) Plan is a benefit plan reported by Pacific Coast Termite, Inc. under EIN 20-8452549 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $10,657,845 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pacific Coast Termite, Inc.
EIN
20-8452549
Plan number
001
Plan type
2
Location
Orange, CA
Latest filing year
2023
Participants
175
End-of-year plan assets
$10,657,845

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023175H, C20241015214454NAL0029723665001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,657,845
Total liabilities (EOY)
$0
Net assets (EOY)
$10,657,845
Net assets (BOY)
$8,296,397

Income & contributions

Employer contributions
$322,991
Participant contributions
$492,787
Total contributions
$815,778
Total income / additions
$2,560,902

Expenses & distributions

Benefits paid
$160,376
Administrative expenses
$31,850
Total expenses
$199,454
Net increase / (decrease)
$2,361,448

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
401k Advisors IncINVESTMENT/FINANCIAL ADVI$27,351$02023
Adp, Inc.RECORD KEEPER$4,498$02023

Related Form 5500 pages