2023 Form 5500 filing — Pb Bancshares, Inc. Esop W/401(K) Provisions

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 20240725114056NAL0009181507001) for Pb Bancshares, Inc. Esop W/401(K) Provisions, reported by Pb Bancshares, Inc. under EIN 62-1160875 and plan number 001. It reports 65 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.6MReported net assets$9,633,925
Participants65
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240725114056NAL0009181507001
Plan sponsor
Pb Bancshares, Inc.
EIN
62-1160875
Plan number
001
Location
Clifton, TN
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)$9.6M total assets
Net assets$9.6MLiabilities$8K
Money in vs. money out
Total income / additions$1.7M
Total expenses$110.8K
Benefits paid / distributions$109.1K
Contributions
Employer$210.7K
Participant$149.4K
Full reported line items
Total assets (EOY)
$9,641,926
Total liabilities (EOY)
$8,001
Net assets (EOY)
$9,633,925
Employer contributions
$210,700
Participant contributions
$149,448
Total income / additions
$1,694,275
Benefits paid
$109,132
Administrative expenses
$1,716
Total expenses
$110,848
Net increase / (decrease)
$1,583,427

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240725114056NAL0009181507001 cover?
It is the 2023 Form 5500 filing for Pb Bancshares, Inc. Esop W/401(K) Provisions, reported by Pb Bancshares, Inc. (EIN 62-1160875).
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