Pacific Bearing Company Associates' Retirement Plan — Form 5500 plan (Pacific Bearing Corp.)
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 Bearing Company Associates' Retirement Plan is a benefit plan reported by Pacific Bearing Corp. under EIN 36-3259223 and plan number 001. The latest loaded filing year is 2023. The filing reports 343 participants and $7,318,898 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Bearing Corp.
- EIN
- 36-3259223
- Plan number
- 001
- Plan type
- 2
- Location
- Roscoe, IL
- Latest filing year
- 2023
- Participants
- 343
- End-of-year plan assets
- $7,318,898
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 343 | H, C | 20241018103751NAL0032806897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,318,898
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,318,898
- Net assets (BOY)
- $6,288,786
Income & contributions
- Employer contributions
- $79,670
- Participant contributions
- $596,910
- Total contributions
- $699,624
- Total income / additions
- $1,651,140
Expenses & distributions
- Benefits paid
- $527,119
- Administrative expenses
- $59,504
- Total expenses
- $621,028
- Net increase / (decrease)
- $1,030,112
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Certified Planning Services, LLC | ADVISOR | $31,409 | not reported in the loaded dataset | 2023 |
| Newport Group | RECORDKEEPER | $28,094 | $0 | 2023 |