2023 Form 5500 filing — Phb, Inc. Employees Profit Sharing 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 20241011112532NAL0036784656001) for Phb, Inc. Employees Profit Sharing Plan, reported by Phb, Inc. under EIN 25-1490822 and plan number 001. It reports 296 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$27.2MReported net assets$27,150,696
Participants296
Provider compensation$74.5K3 Schedule C row(s)$74,521
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011112532NAL0036784656001
- Plan sponsor
- Phb, Inc.
- EIN
- 25-1490822
- Plan number
- 001
- Location
- Fairview, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$27.2M total assets
Net assets$27.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $27,150,696
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,150,696
- Employer contributions
- $357,164
- Participant contributions
- $693,868
- Total income / additions
- $5,209,322
- Benefits paid
- $1,677,999
- Administrative expenses
- $12,900
- Total expenses
- $1,697,366
- Net increase / (decrease)
- $3,511,956
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | BROKER/ADVISER | $0 | $61,621 |
| Schaffner, Knight, Minnaugh & Compa | AUDITOR | $12,900 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |