Original filing (PDF)20230505080655NAL0044648722001

PACIFIC PROPERTIES REAL ESTATE

Name: PACIFIC PROPERTIES REAL ESTATE — PACIFIC PROPERTIES REAL ESTATE 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: PACIFIC PROPERTIES REAL ESTATE

Form 5500-SF

FILING_RECEIVED

PACIFIC PROPERTIES REAL ESTATE 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1K

Net assets (EOY)

$1K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC PROPERTIES REAL ESTATE.

Plan sponsor

Name

PACIFIC PROPERTIES REAL ESTATE

EIN

46-1748004

Address

28200 HIGHWAY 189 - # C210 · LAKE ARROWHEAD, CA · 92352

Phone

(909) 273-4250

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-05

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

2T · Default investment account (QDIA)

2G · Total participant-directed accounts

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

GLENLYON WINERY LLC

GLENLYON WINERY 401(K) PLAN

$1K · 5 participants

RELIC WINE CELLARS

RELIC WINE CELLARS 401(K) PROFIT SHARING PLAN & TRUST

$2K · 2 participants

SAN ANTONIO WINERY, INC.

SAN ANTONIO WINERY, INC. DEFINED BENEFIT PENSION PLAN

$1K · 44 participants

MIRAMAR VINEYARDS LLC

MIRAMAR VINEYARDS LLC 401(K) PROFIT SHARING PLAN & TRUST

$1K · 12 participants

SWICK WINE CELLARS LLC

SWICK WINE CELLARS LLC 401(K) PLAN