Pacific Coast Sales And Service, Inc. 401k Plan — Form 5500 plan (Pacific Coast Sales And Service, 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, Pacific Coast Sales And Service, Inc. 401k Plan is a benefit plan reported by Pacific Coast Sales And Service, Inc. under EIN 94-2940366 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $18,979,543 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Coast Sales And Service, Inc.
- EIN
- 94-2940366
- Plan number
- 001
- Plan type
- 2
- Location
- Sunnyvale, CA
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $18,979,543
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20250618183617NAL0002520417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,979,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,979,543
- Net assets (BOY)
- $16,148,595
Income & contributions
- Employer contributions
- $335,169
- Participant contributions
- $975,380
- Total contributions
- $1,310,549
- Total income / additions
- $5,240,040
Expenses & distributions
- Benefits paid
- $2,337,806
- Administrative expenses
- $71,286
- Total expenses
- $2,409,092
- Net increase / (decrease)
- $2,830,948
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $31,468 | not reported in the loaded dataset | 2023 |
| Cetera Advisors LLC | BROKER/ADVISO R | $15,540 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | not reported in the loaded dataset | $14,171 | not reported in the loaded dataset | 2023 |
| Cetera Investmnet Advisers LLC | INVESTMENT ADVISOR | $11,181 | not reported in the loaded dataset | 2023 |
| Qualified Services, Inc. Dba Hicks | CONTRACT ADMINISTRATOR | $2,350 | $5,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pacific Coast Sales And Service, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sunnyvale, CA
- Empower Advisory Group, LLC — Schedule C compensation
- Cetera Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Cetera Investmnet Advisers LLC — Schedule C compensation
- Qualified Services, Inc. Dba Hicks — Schedule C compensation