2023 Form 5500 filing — Pbs 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 20241015160650NAL0015043251001) for Pbs 401(K) Plan, reported by Pbs Engineering And Environmental Inc. under EIN 93-0870218 and plan number 001. It reports 352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160650NAL0015043251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pbs Engineering And Environmental Inc.
- EIN
- 93-0870218
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 352
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,793,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,793,120
- Employer contributions
- $1,025,237
- Participant contributions
- $2,274,056
- Total income / additions
- $7,315,550
- Benefits paid
- $2,170,984
- Administrative expenses
- $93,233
- Total expenses
- $2,301,811
- Net increase / (decrease)
- $5,013,739
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prime Pensions Northwest LLC | CONTRACT ADMINISTRATOR | $21,207 | $3,333 |
| Acec Retirement Trust | OTHER | $23,068 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,057 | $0 |
| Stambaugh Ness Pc | AUDITOR | $13,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,734 | not reported in the loaded dataset |
| Roehl & Yi Investment Advisors LLC | INVESTMENT ADVISOR | $4,167 | not reported in the loaded dataset |