Pbs Aso, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 85-0768284) is a plan sponsor located in Birmingham, AL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
85-0768284
Location
Birmingham, AL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$9,281,860
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$9,281,860

Contributions & income

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

Expenses & distributions

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

Coverage

Total reported participants
1,747
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Pbs Aso, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Pbs Aso, LLC Retirement Plan001620$9,281,8602023
Pbs Aso, LLC Health And Welfare Plan5011,127not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Pbs Aso, LLC
YearPlanParticipantsSchedulesFiling
2023Pbs Aso, LLC Retirement Plan620H, C20241015165040NAL0030402369001
2023Pbs Aso, LLC Health And Welfare Plan1,12720241203070611NAL0005292354001

Related Form 5500 pages