2023 Form 5500 filing — Pbd Open 401(K) Retirement Plan
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 20241009123125NAL0031149168002) for Pbd Open 401(K) Retirement Plan, reported by Three Pirates, LLC Dba Point Blank Distributing under EIN 76-0736584 and plan number 002. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009123125NAL0031149168002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Three Pirates, LLC Dba Point Blank Distributing
- EIN
- 76-0736584
- Plan number
- 002
- Location
- Portland, OR
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $953,960
- Net assets (EOY)
- $953,960
- Employer contributions
- $143,430
- Participant contributions
- $247,193
- Total income / additions
- $505,672
- Benefits paid
- $134,921
- Administrative expenses
- $13,537
- Total expenses
- $179,226
- Net increase / (decrease)
- $326,446
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $17,221 | $0 |
| Premier Retirement Services, Inc. | THIRD PARTY ADMINISTRATOR | $8,721 | $0 |
| Lpl Financial | BROKER | $0 | $374 |