How many benefit plans does P.B. Bell Asset Management, Inc. report on Form 5500?

P.B. Bell Asset Management, Inc. (EIN 86-0677603) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for P.B. Bell Asset Management, Inc.?

The Employer Identification Number (EIN) reported for P.B. Bell Asset Management, Inc. is 86-0677603.

What is the latest Form 5500 filing year for P.B. Bell Asset Management, Inc.?

The latest loaded Form 5500 filing year for P.B. Bell Asset Management, Inc. is 2023.

P.B. Bell Asset Management, Inc. — 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, P.B. Bell Asset Management, Inc. (EIN 86-0677603) is a plan sponsor located in Scottsdale, AZ 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: 86-0677603
Location: Scottsdale, AZ
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $7,664,388
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $7,664,388

Contributions & income

Employer contributions: $117,153
Participant contributions: $439,412
Total income / additions: $1,673,038

Expenses & distributions

Benefits paid / distributions: $947,671
Total expenses: $956,447
Net increase / (decrease): $716,591

Coverage

Total reported participants: 310
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

P.B. Bell Asset Management, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
P.B. Bell Companies 401(K) Profit Sharing Plan	002	182	$7,664,388	2023
P.B. Bell Asset Management, Inc. Health And Welfare Plan	501	128	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for P.B. Bell Asset Management, Inc.
Year	Plan	Participants	Schedules	Filing
2023	P.B. Bell Companies 401(K) Profit Sharing Plan	182	H, C	20240902092353NAL0008680083001
2023	P.B. Bell Asset Management, Inc. Health And Welfare Plan	128	—	20250116075801NAL0046661186001