Pacifica Enterprises And Companies 401(K) Plan — Form 5500 plan (Pe Management Group, 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, Pacifica Enterprises And Companies 401(K) Plan is a benefit plan reported by Pe Management Group, Inc. under EIN 87-1034539 and plan number 001. The latest loaded filing year is 2023. The filing reports 586 participants and $1,281,119 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pe Management Group, Inc.
EIN
87-1034539
Plan number
001
Plan type
3
Location
Rancho Santa Fe, CA
Latest filing year
2023
Participants
586
End-of-year plan assets
$1,281,119

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023586H20241015123436NAL0056158306001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,281,119
Total liabilities (EOY)
$0
Net assets (EOY)
$1,281,119
Net assets (BOY)
$704,104

Income & contributions

Employer contributions
$59,827
Participant contributions
$435,274
Total contributions
$495,830
Total income / additions
$657,007

Expenses & distributions

Benefits paid
$59,754
Administrative expenses
$20,238
Total expenses
$79,992
Net increase / (decrease)
$577,015

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages