Pacific Best Inc. Employee Retirement Benefit Plan — Form 5500 plan (Pacific Best 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 Best Inc. Employee Retirement Benefit Plan is a benefit plan reported by Pacific Best Inc. under EIN 95-3929830 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $7,268,230 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Best Inc.
- EIN
- 95-3929830
- Plan number
- 001
- Plan type
- 2
- Location
- Azusa, CA
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $7,268,230
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20241014110831NAL0013181283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,268,230
- Net assets (EOY)
- $7,268,230
- Net assets (BOY)
- $5,989,262
Income & contributions
- Employer contributions
- $523,503
- Participant contributions
- $297,967
- Total contributions
- $821,470
- Total income / additions
- $1,856,837
Expenses & distributions
- Benefits paid
- $548,837
- Administrative expenses
- $29,032
- Total expenses
- $577,869
- Net increase / (decrease)
- $1,278,968
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | ADVISOR | $14,526 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $14,464 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $42 | $0 | 2023 |