2023 Form 5500 filing — Preferred Billing Services, LLC 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240619140533NAL0000033107002) for Preferred Billing Services, LLC 401(K) Profit Sharing Plan, reported by Preferred Billing Services, LLC under EIN 86-0804352 and plan number 001. It reports 17 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.8MReported net assets$2,771,464
Participants17
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240619140533NAL0000033107002
Plan sponsor
Preferred Billing Services, LLC
EIN
86-0804352
Plan number
001
Location
Gilbert, AZ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.8M total assets
Net assets$2.8MLiabilities
Money in vs. money out
Total income / additions$415.3K
Total expenses$33.9K
Benefits paid / distributions$14.7K
Contributions
Employer$76.4K
Participant$83.5K
Full reported line items
Total assets (EOY)
$2,771,464
Net assets (EOY)
$2,771,464
Employer contributions
$76,428
Participant contributions
$83,485
Total income / additions
$415,266
Benefits paid
$14,682
Total expenses
$33,941
Net increase / (decrease)
$381,325

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240619140533NAL0000033107002 cover?
It is the 2023 Form 5500 filing for Preferred Billing Services, LLC 401(K) Profit Sharing Plan, reported by Preferred Billing Services, LLC (EIN 86-0804352).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages