2023 Form 5500 filing — Pbmares 401(K) 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 20241014143025NAL0046364848001) for Pbmares 401(K) Plan, reported by Pbmares Llp under EIN 54-0737372 and plan number 002. It reports 450 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143025NAL0046364848001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pbmares Llp
- EIN
- 54-0737372
- Plan number
- 002
- Location
- Newport News, VA
- Participants
- 450
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,679,654
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,679,654
- Employer contributions
- $543,093
- Participant contributions
- $3,751,100
- Total income / additions
- $14,805,265
- Benefits paid
- $6,472,731
- Administrative expenses
- $70,225
- Total expenses
- $6,542,956
- Net increase / (decrease)
- $8,262,309
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY PLAN SPONSOR | $59,183 | $0 |
| Wilshire Associates Incorporated | RETAINED BY EMPLOYER | $11,042 | not reported in the loaded dataset |