2023 Form 5500 filing — Positive Behavior Supports Corporation 401(K) Profit Sharing Plan And Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004081045NAL0011918769001) for Positive Behavior Supports Corporation 401(K) Profit Sharing Plan And Trust, reported by Positive Behavior Supports Corp under EIN 20-5268843 and plan number 001. It reports 4,284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004081045NAL0011918769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Positive Behavior Supports Corp
- EIN
- 20-5268843
- Plan number
- 001
- Location
- Stuart, FL
- Participants
- 4,284
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,686,541
- Total liabilities (EOY)
- $6,418
- Net assets (EOY)
- $16,680,123
- Employer contributions
- $1,115,615
- Participant contributions
- $6,009,023
- Total income / additions
- $9,471,007
- Benefits paid
- $700,095
- Administrative expenses
- $112,077
- Total expenses
- $812,172
- Net increase / (decrease)
- $8,658,835
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $90,071 | $0 |
| Futureplan By Ascensus | TPA | $21,968 | not reported in the loaded dataset |