Pbs Aso, LLC Retirement Plan — Form 5500 plan (Pbs Aso, LLC)

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, Pbs Aso, LLC Retirement Plan is a benefit plan reported by Pbs Aso, LLC under EIN 85-0768284 and plan number 001. The latest loaded filing year is 2023. The filing reports 620 participants and $9,281,860 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pbs Aso, LLC
EIN
85-0768284
Plan number
001
Plan type
3
Location
Birmingham, AL
Latest filing year
2023
Participants
620
End-of-year plan assets
$9,281,860

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023620H, C20241015165040NAL0030402369001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,281,860
Total liabilities (EOY)
$0
Net assets (EOY)
$9,281,860
Net assets (BOY)
$4,851,928

Income & contributions

Employer contributions
$676,310
Participant contributions
$1,376,240
Total contributions
$2,567,056
Total income / additions
$3,644,479

Expenses & distributions

Benefits paid
$471,266
Administrative expenses
$86,418
Total expenses
$557,684
Net increase / (decrease)
$3,086,795

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CompanyRECORDKEEPER$51,227$02023
Erisa Specialists, LLCTPA$16,727$02023
401(K) Safe, LLC316 ADMIN$5,480not reported in the loaded dataset2023

Related Form 5500 pages