Original filing (PDF)20240703190551NAL0004863827001

PETER COELER

Name: PETER COELER — PAC PROPERTIES 401(K) PLAN, Form 5500 (2023)
Creator: PETER COELER

Form 5500-SF

FILING_RECEIVED

PAC PROPERTIES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$466K

Net assets (EOY)

$466K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 PETER COELER.

Plan sponsor

Name

PETER COELER

EIN

73-1636226

Address

12716 RIVERSIDE DR · VALLEY VILLAGE, CA · 91607

Phone

(661) 253-2527

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-03

Pension benefit codes

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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