Pacific Union Company 401(K) Retirement Plan — Form 5500 plan (Pacific Union 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, Pacific Union Company 401(K) Retirement Plan is a benefit plan reported by Pacific Union Company under EIN 94-2321747 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $10,608,774 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Union Company
- EIN
- 94-2321747
- Plan number
- 001
- Plan type
- 2
- Location
- St. Helena, CA
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $10,608,774
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20241014173540NAL0013695523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,608,774
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,608,774
- Net assets (BOY)
- $8,344,018
Income & contributions
- Employer contributions
- $348,960
- Participant contributions
- $932,496
- Total contributions
- $1,392,883
- Total income / additions
- $2,515,954
Expenses & distributions
- Benefits paid
- $249,334
- Administrative expenses
- $1,864
- Total expenses
- $251,198
- Net increase / (decrease)
- $2,264,756
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory | NONE | $0 | $23,410 | 2023 |
| American United Life Insurance Co | NONE | $2,166 | not reported in the loaded dataset | 2023 |