Positive Behavior Supports Corporation 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Positive Behavior Supports Corp)

Plain-English plan 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, Positive Behavior Supports Corporation 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Positive Behavior Supports Corp under EIN 20-5268843 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,284 participants and $16,686,541 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Positive Behavior Supports Corp
EIN
20-5268843
Plan number
001
Plan type
2
Location
Stuart, FL
Latest filing year
2023
Participants
4,284
End-of-year plan assets
$16,686,541

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,284H, C20241004081045NAL0011918769001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,686,541
Total liabilities (EOY)
$6,418
Net assets (EOY)
$16,680,123
Net assets (BOY)
$8,021,288

Income & contributions

Employer contributions
$1,115,615
Participant contributions
$6,009,023
Total contributions
$7,351,416
Total income / additions
$9,471,007

Expenses & distributions

Benefits paid
$700,095
Administrative expenses
$112,077
Total expenses
$812,172
Net increase / (decrease)
$8,658,835

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$90,071$02023
Futureplan By AscensusTPA$21,968not reported in the loaded dataset2023

Related Form 5500 pages