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Filing

Pacific Income Advisors Inc. 401K Profit Sharing Plan

Pacific Income Advisors Inc. • EIN 95-4067974 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Down

53 → 51

-2 • -3.77%

Assets

Up

$1,065,900 → $2,088,408

$1,022,508 • 95.93%

Investment Management Fee

-

Admin expenses - • Total expenses $154,586

Filing Details

Context
Net investment result
$1,031,396
Pension payor EIN
95-7096955

Status Flags

Fidelity bond in place

No

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024114$16,404,342$148,180$10,584iApproximate average salary by contribution assumption: employee only about $264,607 at 4% or $176,405 at 6%; with 50% employer match about $176,405 at 4% or $117,603 at 6%; with 100% employer match about $132,304 at 4% or $88,202 at 6%.
Pacific Income Advisors Inc. 401K Profit Sharing Plan-14$16,404,342$148,180$10,584iApproximate average salary by contribution assumption: employee only about $264,607 at 4% or $176,405 at 6%; with 50% employer match about $176,405 at 4% or $117,603 at 6%; with 100% employer match about $132,304 at 4% or $88,202 at 6%.
2023114$14,673,865$201,361$14,383iApproximate average salary by contribution assumption: employee only about $359,573 at 4% or $239,715 at 6%; with 50% employer match about $239,715 at 4% or $159,810 at 6%; with 100% employer match about $179,787 at 4% or $119,858 at 6%.
Pacific Income Advisors Inc. 401K Profit Sharing Plan-14$14,673,865$201,361$14,383iApproximate average salary by contribution assumption: employee only about $359,573 at 4% or $239,715 at 6%; with 50% employer match about $239,715 at 4% or $159,810 at 6%; with 100% employer match about $179,787 at 4% or $119,858 at 6%.
2022114$12,774,226$414,506$29,608iApproximate average salary by contribution assumption: employee only about $740,189 at 4% or $493,460 at 6%; with 50% employer match about $493,460 at 4% or $328,973 at 6%; with 100% employer match about $370,095 at 4% or $246,730 at 6%.
Pacific Income Advisors Inc. 401K Profit Sharing Plan-14$12,774,226$414,506$29,608iApproximate average salary by contribution assumption: employee only about $740,189 at 4% or $493,460 at 6%; with 50% employer match about $493,460 at 4% or $328,973 at 6%; with 100% employer match about $370,095 at 4% or $246,730 at 6%.
2021116$15,792,396$486,028$30,377iApproximate average salary by contribution assumption: employee only about $759,419 at 4% or $506,279 at 6%; with 50% employer match about $506,279 at 4% or $337,519 at 6%; with 100% employer match about $379,709 at 4% or $253,140 at 6%.
Pacific Income Advisors Inc. 401K Profit Sharing Plan-16$15,792,396$486,028$30,377iApproximate average salary by contribution assumption: employee only about $759,419 at 4% or $506,279 at 6%; with 50% employer match about $506,279 at 4% or $337,519 at 6%; with 100% employer match about $379,709 at 4% or $253,140 at 6%.
2020129$18,317,416$416,279$14,354iApproximate average salary by contribution assumption: employee only about $358,861 at 4% or $239,241 at 6%; with 50% employer match about $239,241 at 4% or $159,494 at 6%; with 100% employer match about $179,431 at 4% or $119,620 at 6%.
Pacific Income Advisors Inc. 401K Profit Sharing Plan-29$18,317,416$416,279$14,354iApproximate average salary by contribution assumption: employee only about $358,861 at 4% or $239,241 at 6%; with 50% employer match about $239,241 at 4% or $159,494 at 6%; with 100% employer match about $179,431 at 4% or $119,620 at 6%.
2019127$14,021,254$401,374$14,866iApproximate average salary by contribution assumption: employee only about $371,643 at 4% or $247,762 at 6%; with 50% employer match about $247,762 at 4% or $165,174 at 6%; with 100% employer match about $185,821 at 4% or $123,881 at 6%.
Pacific Income Advisors Inc. 401K Profit Sharing Plan-27$14,021,254$401,374$14,866iApproximate average salary by contribution assumption: employee only about $371,643 at 4% or $247,762 at 6%; with 50% employer match about $247,762 at 4% or $165,174 at 6%; with 100% employer match about $185,821 at 4% or $123,881 at 6%.
2018128$11,971,366$396,967$14,177iApproximate average salary by contribution assumption: employee only about $354,435 at 4% or $236,290 at 6%; with 50% employer match about $236,290 at 4% or $157,527 at 6%; with 100% employer match about $177,217 at 4% or $118,145 at 6%.
Pacific Income Advisors Inc. 401K Profit Sharing Plan-28$11,971,366$396,967$14,177iApproximate average salary by contribution assumption: employee only about $354,435 at 4% or $236,290 at 6%; with 50% employer match about $236,290 at 4% or $157,527 at 6%; with 100% employer match about $177,217 at 4% or $118,145 at 6%.
2017131$12,738,190$540,893$17,448iApproximate average salary by contribution assumption: employee only about $436,204 at 4% or $290,803 at 6%; with 50% employer match about $290,803 at 4% or $193,868 at 6%; with 100% employer match about $218,102 at 4% or $145,401 at 6%.
Pacific Income Advisors Inc. 401K Profit Sharing Plan-31$12,738,190$540,893$17,448iApproximate average salary by contribution assumption: employee only about $436,204 at 4% or $290,803 at 6%; with 50% employer match about $290,803 at 4% or $193,868 at 6%; with 100% employer match about $218,102 at 4% or $145,401 at 6%.
2016136$11,011,901$638,433$17,734iApproximate average salary by contribution assumption: employee only about $443,356 at 4% or $295,571 at 6%; with 50% employer match about $295,571 at 4% or $197,047 at 6%; with 100% employer match about $221,678 at 4% or $147,785 at 6%.
Pacific Income Advisors Inc. 401K Profit Sharing Plan-36$11,011,901$638,433$17,734iApproximate average salary by contribution assumption: employee only about $443,356 at 4% or $295,571 at 6%; with 50% employer match about $295,571 at 4% or $197,047 at 6%; with 100% employer match about $221,678 at 4% or $147,785 at 6%.
2015142$9,739,116$578,821$13,781iApproximate average salary by contribution assumption: employee only about $344,536 at 4% or $229,691 at 6%; with 50% employer match about $229,691 at 4% or $153,127 at 6%; with 100% employer match about $172,268 at 4% or $114,845 at 6%.
Pacific Income Advisors Inc. 401K Profit Sharing Plan-42$9,739,116$578,821$13,781iApproximate average salary by contribution assumption: employee only about $344,536 at 4% or $229,691 at 6%; with 50% employer match about $229,691 at 4% or $153,127 at 6%; with 100% employer match about $172,268 at 4% or $114,845 at 6%.
2014144$9,284,499$569,804$12,950iApproximate average salary by contribution assumption: employee only about $323,752 at 4% or $215,835 at 6%; with 50% employer match about $215,835 at 4% or $143,890 at 6%; with 100% employer match about $161,876 at 4% or $107,917 at 6%.
Pacific Income Advisors Inc. 401K Profit Sharing Plan-44$9,284,499$569,804$12,950iApproximate average salary by contribution assumption: employee only about $323,752 at 4% or $215,835 at 6%; with 50% employer match about $215,835 at 4% or $143,890 at 6%; with 100% employer match about $161,876 at 4% or $107,917 at 6%.
2013143$8,450,873$561,287$13,053iApproximate average salary by contribution assumption: employee only about $326,330 at 4% or $217,553 at 6%; with 50% employer match about $217,553 at 4% or $145,035 at 6%; with 100% employer match about $163,165 at 4% or $108,777 at 6%.
Pacific Income Advisors Inc. 401K Profit Sharing Plan-43$8,450,873$561,287$13,053iApproximate average salary by contribution assumption: employee only about $326,330 at 4% or $217,553 at 6%; with 50% employer match about $217,553 at 4% or $145,035 at 6%; with 100% employer match about $163,165 at 4% or $108,777 at 6%.
2012143$7,129,404$593,374$13,799iApproximate average salary by contribution assumption: employee only about $344,985 at 4% or $229,990 at 6%; with 50% employer match about $229,990 at 4% or $153,327 at 6%; with 100% employer match about $172,492 at 4% or $114,995 at 6%.
Pacific Income Advisors Inc. 401K Profit Sharing Plan-43$7,129,404$593,374$13,799iApproximate average salary by contribution assumption: employee only about $344,985 at 4% or $229,990 at 6%; with 50% employer match about $229,990 at 4% or $153,327 at 6%; with 100% employer match about $172,492 at 4% or $114,995 at 6%.
2011153$6,204,494$598,855$11,299iApproximate average salary by contribution assumption: employee only about $282,479 at 4% or $188,319 at 6%; with 50% employer match about $188,319 at 4% or $125,546 at 6%; with 100% employer match about $141,239 at 4% or $94,160 at 6%.
Pacific Income Advisors Inc. 401K Profit Sharing Plan-53$6,204,494$598,855$11,299iApproximate average salary by contribution assumption: employee only about $282,479 at 4% or $188,319 at 6%; with 50% employer match about $188,319 at 4% or $125,546 at 6%; with 100% employer match about $141,239 at 4% or $94,160 at 6%.
2010150$5,980,886$486,420$9,728iApproximate average salary by contribution assumption: employee only about $243,210 at 4% or $162,140 at 6%; with 50% employer match about $162,140 at 4% or $108,093 at 6%; with 100% employer match about $121,605 at 4% or $81,070 at 6%.
Pacific Income Advisors Inc. 401K Profit Sharing Plan-50$5,980,886$486,420$9,728iApproximate average salary by contribution assumption: employee only about $243,210 at 4% or $162,140 at 6%; with 50% employer match about $162,140 at 4% or $108,093 at 6%; with 100% employer match about $121,605 at 4% or $81,070 at 6%.
2009147$4,860,117$403,234$8,579iApproximate average salary by contribution assumption: employee only about $214,486 at 4% or $142,991 at 6%; with 50% employer match about $142,991 at 4% or $95,327 at 6%; with 100% employer match about $107,243 at 4% or $71,495 at 6%.
Pacific Income Advisors Inc. 401K Profit Sharing Plan-47$4,860,117$403,234$8,579iApproximate average salary by contribution assumption: employee only about $214,486 at 4% or $142,991 at 6%; with 50% employer match about $142,991 at 4% or $95,327 at 6%; with 100% employer match about $107,243 at 4% or $71,495 at 6%.
2008151$3,396,926$424,948$8,332iApproximate average salary by contribution assumption: employee only about $208,308 at 4% or $138,872 at 6%; with 50% employer match about $138,872 at 4% or $92,581 at 6%; with 100% employer match about $104,154 at 4% or $69,436 at 6%.
Pacific Income Advisors Inc. 401K Profit Sharing Plan-51$3,396,926$424,948$8,332iApproximate average salary by contribution assumption: employee only about $208,308 at 4% or $138,872 at 6%; with 50% employer match about $138,872 at 4% or $92,581 at 6%; with 100% employer match about $104,154 at 4% or $69,436 at 6%.
2007150$5,076,696$561,192$11,224iApproximate average salary by contribution assumption: employee only about $280,596 at 4% or $187,064 at 6%; with 50% employer match about $187,064 at 4% or $124,709 at 6%; with 100% employer match about $140,298 at 4% or $93,532 at 6%.
Pacific Income Advisors Inc. 401K Profit Sharing Plan-50$5,076,696$561,192$11,224iApproximate average salary by contribution assumption: employee only about $280,596 at 4% or $187,064 at 6%; with 50% employer match about $187,064 at 4% or $124,709 at 6%; with 100% employer match about $140,298 at 4% or $93,532 at 6%.
2006156$4,296,674$429,163$7,664iApproximate average salary by contribution assumption: employee only about $191,591 at 4% or $127,727 at 6%; with 50% employer match about $127,727 at 4% or $85,151 at 6%; with 100% employer match about $95,795 at 4% or $63,864 at 6%.
Pacific Income Advisors Inc. 401K Profit Sharing Plan-56$4,296,674$429,163$7,664iApproximate average salary by contribution assumption: employee only about $191,591 at 4% or $127,727 at 6%; with 50% employer match about $127,727 at 4% or $85,151 at 6%; with 100% employer match about $95,795 at 4% or $63,864 at 6%.
2005159$3,608,094$510,956$8,660iApproximate average salary by contribution assumption: employee only about $216,507 at 4% or $144,338 at 6%; with 50% employer match about $144,338 at 4% or $96,225 at 6%; with 100% employer match about $108,253 at 4% or $72,169 at 6%.
Pacific Income Advisors Inc. 401K Profit Sharing Plan-59$3,608,094$510,956$8,660iApproximate average salary by contribution assumption: employee only about $216,507 at 4% or $144,338 at 6%; with 50% employer match about $144,338 at 4% or $96,225 at 6%; with 100% employer match about $108,253 at 4% or $72,169 at 6%.
2004156$2,875,997$158,537$2,831iApproximate average salary by contribution assumption: employee only about $70,775 at 4% or $47,184 at 6%; with 50% employer match about $47,184 at 4% or $31,456 at 6%; with 100% employer match about $35,388 at 4% or $23,592 at 6%.
Pacific Income Advisors Inc. 401K Profit Sharing Plan-56$2,875,997$158,537$2,831iApproximate average salary by contribution assumption: employee only about $70,775 at 4% or $47,184 at 6%; with 50% employer match about $47,184 at 4% or $31,456 at 6%; with 100% employer match about $35,388 at 4% or $23,592 at 6%.
2003153$2,603,704$543,199$10,249iApproximate average salary by contribution assumption: employee only about $256,226 at 4% or $170,817 at 6%; with 50% employer match about $170,817 at 4% or $113,878 at 6%; with 100% employer match about $128,113 at 4% or $85,409 at 6%.
Pacific Income Advisors Inc. 401K Profit Sharing Plan-53$2,603,704$543,199$10,249iApproximate average salary by contribution assumption: employee only about $256,226 at 4% or $170,817 at 6%; with 50% employer match about $170,817 at 4% or $113,878 at 6%; with 100% employer match about $128,113 at 4% or $85,409 at 6%.
2002155$0$0-
Pacific Income Advisors Inc. 401K Profit Sharing Plan-55---
2001149$0$0-
Pacific Income Advisors Inc. 401K Profit Sharing Plan-49---
2000147$0$0-
Pacific Income Advisors Inc. 401K Profit Sharing Plan-47---
1999151$2,088,408$603,457$11,832iApproximate average salary by contribution assumption: employee only about $295,812 at 4% or $197,208 at 6%; with 50% employer match about $197,208 at 4% or $131,472 at 6%; with 100% employer match about $147,906 at 4% or $98,604 at 6%.
Pacific Income Advisors Inc. 401K Profit Sharing PlanCurrent51$2,088,408$603,457$11,832iApproximate average salary by contribution assumption: employee only about $295,812 at 4% or $197,208 at 6%; with 50% employer match about $197,208 at 4% or $131,472 at 6%; with 100% employer match about $147,906 at 4% or $98,604 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$2,088,408$1,022,508 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,065,900$2,088,408Increase +$1,022,508 (95.93%)
Total liabilities$8,888$0Decrease -$8,888 (-100.00%)
Net assets$1,057,012$2,088,408Increase +$1,031,396 (97.58%)

Contributions

Employer contributions$186,914
Participant contributions$262,485
Other contributions$154,058

Income & Expenses

Total income$1,185,982
Total expenses$154,586
Net income$1,031,396
Source fields
Schedule I source fields
Filing Id
84037205228551
Schedule I EIN
95-4067974
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$1,065,900
Small plan total liabilities at beginning of year
$8,888
Small plan net assets at beginning of year
$1,057,012
Small plan total assets at end of year
$2,088,408
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$2,088,408
Small plan employer contributions
$186,914
Small plan participant contributions
$262,485
Small Oth Contribution Rcvd Amount
$154,058
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$582,525
Small plan total income
$1,185,982
Small plan total benefit distributions
$153,106
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$1,480
Small plan total expenses
$154,586
Small plan net income or loss
$1,031,396
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
Yes
Small Mortg Participants End of year Amount
$30,700
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
No
Small plan fidelity bond amount
$0
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN95-7096955

Transfers

Distributed property value$0
Schedule R source fields
Payor 95-7096955
Filing Id
84037205228551
Schedule R EIN
95-4067974
Schedule R Plan number
001
Schedule R Plan Year Begin Date
1999-01-01
Schedule R Tax Period
19991231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
95-7096955
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0