Retirement plan

PACIFIC VIEW COMPANIES, INC. PROFIT SHARING PLAN

Name: PACIFIC VIEW COMPANIES, INC. - PACIFIC VIEW COMPANIES, INC. PROFIT SHARING PLAN (2024) Form 5500
Creator: PACIFIC VIEW COMPANIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PACIFIC VIEW COMPANIES, INC. PROFIT SHARING PLAN, PACIFIC VIEW COMPANIES, INC.

PACIFIC VIEW COMPANIES, INC.EIN 95-2002255Plan #001PY 2024

8100 LA MESA BLVD. SUITE 101 - LA MESA, CA 91942619-463-4040LinkedIn11-50 employeesreal estate

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4.4M

+16.6% from 2023

Total participants

+9.1% from 2023

Average account balance

$184,011

+6.9% from 2023

Annual return

10.37%

-3.22 pp from 2023

Benchmarks

See 20,092 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,092 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.42M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$184K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$265K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.37%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2243

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$54K

$2243 / participant

Other / not subdivided$54K100.0%

% of EOY assets

1.219%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$184,011

$211,239-12.9%

$178,528+3.1%

$145,877+26.1%

Participation rate

100.0%

80.8%+19.2pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

10.37%

30.22%-19.9pp

27.11%-16.7pp

551.28%-540.9pp

Employer contribution / active EE

$11,055

$4,570+141.9%

$3,950+179.8%

$4,663+137.1%

Participant deferral / active EE

$6,963-100.0%

$6,278-100.0%

$6,691-100.0%

Admin fee / account holder

$2,243

$12,095-81.5%

$10,419-78.5%

$13,402-83.3%

PACIFIC VIEW COMPANIES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PACIFIC VIEW COMPANIES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion