2023 Form 5500 filing — Pbfs 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 20250227115702NAL0001012739001) for Pbfs Retirement Plan, reported by Pye-Barker Fire & Safety, LLC under EIN 20-0378887 and plan number 004. It reports 4,395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250227115702NAL0001012739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pye-Barker Fire & Safety, LLC
- EIN
- 20-0378887
- Plan number
- 004
- Location
- Alpharetta, GA
- Participants
- 4,395
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $116,908,979
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $116,908,979
- Employer contributions
- $8,058,711
- Participant contributions
- $13,635,213
- Total income / additions
- $51,823,548
- Benefits paid
- $6,736,844
- Administrative expenses
- $356,708
- Total expenses
- $7,178,496
- Net increase / (decrease)
- $44,645,052
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $334,924 | $0 |
| Creative Planning Hold Co, LLC | SERVICE PROVIDER | $3,750 | $75,000 |
| Bernard Robinson & Company Llp | OTHER FEES | $17,500 | $0 |