Pacifica Hotels 401(K) Plan And Trust — Form 5500 plan (Pacifica Hotel Company)
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, Pacifica Hotels 401(K) Plan And Trust is a benefit plan reported by Pacifica Hotel Company under EIN 77-0369894 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,539 participants and $11,575,482 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacifica Hotel Company
- EIN
- 77-0369894
- Plan number
- 001
- Plan type
- 2
- Location
- Aliso Viejo, CA
- Latest filing year
- 2023
- Participants
- 1,539
- End-of-year plan assets
- $11,575,482
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,539 | H, C | 20241010102813NAL0009909843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,575,482
- Total liabilities (EOY)
- $113,714
- Net assets (EOY)
- $11,461,768
- Net assets (BOY)
- $10,822,588
Income & contributions
- Employer contributions
- $213,267
- Participant contributions
- $709,277
- Total contributions
- $930,353
- Total income / additions
- $2,429,785
Expenses & distributions
- Benefits paid
- $1,641,787
- Administrative expenses
- $121,680
- Total expenses
- $1,790,605
- Net increase / (decrease)
- $639,180
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $50,935 | $0 | 2023 |
| Wright Ford Young & Co | AUDITOR | $29,960 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc | CONTRACT ADMIN | $21,575 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $18,211 | not reported in the loaded dataset | 2023 |
| Pacifica Hotel Company LLC | CONTRACT ADMIN | $2,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pacifica Hotel Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Aliso Viejo, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Wright Ford Young & Co — Schedule C compensation
- Ascensus Holdings Inc — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Pacifica Hotel Company LLC — Schedule C compensation