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PACIFIC SOUTHWEST ASSOCIATES INC 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NamePACIFIC SOUTHWEST ASSOCIATES INC 401K PROFIT SHARING PLAN & TRUST
Plan identification number 001

PACIFIC SOUTHWEST ASSOCIATES INC 401K PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PACIFIC SOUTHWEST ASSOCIATES INC has sponsored the creation of one or more 401k plans.

Company Name:PACIFIC SOUTHWEST ASSOCIATES INC
Employer identification number (EIN):953438347
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about PACIFIC SOUTHWEST ASSOCIATES INC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0916743

More information about PACIFIC SOUTHWEST ASSOCIATES INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PACIFIC SOUTHWEST ASSOCIATES INC 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01AARON MYERS2024-05-30
0012022-01-01AARON MYERS2023-06-07
0012021-01-01AARON MYERS2022-05-18
0012020-01-01AARON MYERS2021-06-02
0012019-01-01AARON MYERS2020-06-30
0012018-01-01AARON MYERS2019-05-29
0012017-01-01AARON MYERS2018-06-13
0012016-01-01AARON MYERS2017-06-16
0012015-01-01AARON MYERS2016-06-02
0012014-01-01AARON MYERS2015-06-02
0012013-01-01AARON MYERS2014-07-03
0012012-01-01AARON MYERS2013-06-17
0012011-01-01AARON MYERS2012-06-15
0012010-01-01PACIFIC SOUTHWEST ASSOCIATES2011-04-26

Financial Data on PACIFIC SOUTHWEST ASSOCIATES INC 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : PACIFIC SOUTHWEST ASSOCIATES INC 401K PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-2943347
Net assets as of the end of the plan year2025-05-293677345
Total assets as of the beginning of the plan year2025-05-293102674
Value of plan covered by a fidelity bond2025-05-29311000
Participant contributions to plan in this plan year2025-05-29156794
Value of participant loans at end of plan year2025-05-29129312
Other income to plan in this plan year2025-05-29399513
Plan net income in this plan year2025-05-29574671
Net assets as of the end of the plan year2025-05-293677345
Net assets as of the beginning of the plan year2025-05-293102674
Employer contributions to plan in this plan year2025-05-2961711
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2921016
2024 : PACIFIC SOUTHWEST ASSOCIATES INC 401K PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-3034074
Net assets as of the end of the plan year2024-05-303102674
Total assets as of the beginning of the plan year2024-05-302490885
Value of plan covered by a fidelity bond2024-05-30250000
Participant contributions to plan in this plan year2024-05-30139893
Value of participant loans at end of plan year2024-05-3081544
Other contributions to plan in this plan year2024-05-30300
Other income to plan in this plan year2024-05-30450232
Plan net income in this plan year2024-05-30611789
Net assets as of the end of the plan year2024-05-303102674
Net assets as of the beginning of the plan year2024-05-302490885
Employer contributions to plan in this plan year2024-05-3055438
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-3017530
2022 : PACIFIC SOUTHWEST ASSOCIATES INC 401K PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-1816023
Net assets as of the end of the plan year2022-05-182774525
Total assets as of the beginning of the plan year2022-05-182271544
Value of plan covered by a fidelity bond2022-05-18228000
Participant contributions to plan in this plan year2022-05-18112666
Value of participant loans at end of plan year2022-05-1851499
Other income to plan in this plan year2022-05-18364231
Plan net income in this plan year2022-05-18502981
Net assets as of the end of the plan year2022-05-182774525
Net assets as of the beginning of the plan year2022-05-182271544
Employer contributions to plan in this plan year2022-05-1842107
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-1815826

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