Pacific Transfer LLC Profit Sharing Plan — Form 5500 plan (Pacific Transfer LLC)
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 Transfer LLC Profit Sharing Plan is a benefit plan reported by Pacific Transfer LLC under EIN 80-0668703 and plan number 001. The latest loaded filing year is 2023. The filing reports 102 participants and $13,555,179 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Transfer LLC
- EIN
- 80-0668703
- Plan number
- 001
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 102
- End-of-year plan assets
- $13,555,179
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 102 | H, C | 20241011142356NAL0012590611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,555,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,555,179
- Net assets (BOY)
- $11,700,672
Income & contributions
- Employer contributions
- $250,000
- Participant contributions
- $476,245
- Total contributions
- $797,499
- Total income / additions
- $2,872,453
Expenses & distributions
- Benefits paid
- $952,029
- Administrative expenses
- $65,917
- Total expenses
- $1,017,946
- Net increase / (decrease)
- $1,854,507
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mosaic Pacific Investment Advisors | NONE | $36,651 | not reported in the loaded dataset | 2023 |
| Riversedge Adv Ret Solutions, LLC | NONE | $16,492 | not reported in the loaded dataset | 2023 |
| Cw Associates | NONE | $12,774 | not reported in the loaded dataset | 2023 |