Pbs 401(K) Plan — Form 5500 plan (Pbs Engineering And Environmental Inc.)

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 401(K) Plan is a benefit plan reported by Pbs Engineering And Environmental Inc. under EIN 93-0870218 and plan number 001. The latest loaded filing year is 2023. The filing reports 352 participants and $26,793,120 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pbs Engineering And Environmental Inc.
EIN
93-0870218
Plan number
001
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
352
End-of-year plan assets
$26,793,120

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023352H, C20241015160650NAL0015043251001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,793,120
Total liabilities (EOY)
$0
Net assets (EOY)
$26,793,120
Net assets (BOY)
$21,779,381

Income & contributions

Employer contributions
$1,025,237
Participant contributions
$2,274,056
Total contributions
$3,559,544
Total income / additions
$7,315,550

Expenses & distributions

Benefits paid
$2,170,984
Administrative expenses
$93,233
Total expenses
$2,301,811
Net increase / (decrease)
$5,013,739

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prime Pensions Northwest LLCCONTRACT ADMINISTRATOR$21,207$3,3332023
Acec Retirement TrustOTHER$23,068not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$22,057$02023
Stambaugh Ness PcAUDITOR$13,000not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$9,734not reported in the loaded dataset2023
Roehl & Yi Investment Advisors LLCINVESTMENT ADVISOR$4,167not reported in the loaded dataset2023

Related Form 5500 pages