Pacificsource 401(K) Plan — Form 5500 plan (Pacificsource)

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, Pacificsource 401(K) Plan is a benefit plan reported by Pacificsource under EIN 46-3939584 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,164 participants and $147,606,328 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pacificsource
EIN
46-3939584
Plan number
002
Plan type
2
Location
Springfield, OR
Latest filing year
2023
Participants
2,164
End-of-year plan assets
$147,606,328

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,164H, C20241015160806NAL0058631298001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$147,606,328
Total liabilities (EOY)
$0
Net assets (EOY)
$147,606,328
Net assets (BOY)
$114,981,595

Income & contributions

Employer contributions
$8,245,511
Participant contributions
$11,476,013
Total contributions
$24,045,936
Total income / additions
$45,835,549

Expenses & distributions

Benefits paid
$13,162,311
Administrative expenses
$44,104
Total expenses
$13,210,816
Net increase / (decrease)
$32,624,733

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic AdvisorsINV ADV$23,836not reported in the loaded dataset2023
Fid Inv Instl Ops CoRECORDKEEPER$20,628$02023

Related Form 5500 pages