Plan5500

Pacific Unlimited, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Pacific Unlimited, 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 Unlimited, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Pacific Unlimited, Inc. under EIN 98-0075957 and plan number 002. The latest loaded filing year is 2023. The filing reports 190 participants and $2,810,762 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.8MPlan net assets, end of year$2,810,762
Participants190Covered participants reported
Assets / participant$14.8KComputed: assets ÷ participants$14,793 (computed)
Provider compensation$28.3K2 Schedule C provider row(s)$28,300
Plan sponsor
Pacific Unlimited, Inc.
EIN
98-0075957
Plan number
002
Plan type
2
Location
Tiyan Barrigada, GU
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    190 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$683.9K
Total expenses$173K
Benefits paid / distributions$145.4K
Contributions
Employer$137.9K
Participant$257.6K
Full reported line items

Net assets

Total assets (EOY)
$2,810,762
Total liabilities (EOY)
$0
Net assets (EOY)
$2,810,762
Net assets (BOY)
$2,299,873

Income & contributions

Employer contributions
$137,929
Participant contributions
$257,597
Total contributions
$396,051
Total income / additions
$683,911

Expenses & distributions

Benefits paid
$145,406
Administrative expenses
$27,616
Total expenses
$173,022
Net increase / (decrease)
$510,889
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Asis Pacific Financial Management$17.5K
    INVESTMENT ADVISOR · Direct $17.5K
  2. 2
    Futureplan By Ascensus$10.8K
    TPA & RECORDKEEPER · Direct $10.8K

Related Form 5500 pages