2023 Form 5500 filing — Partners Business Services Retirement Plan 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 20241015131940NAL0049579120001) for Partners Business Services Retirement Plan Plan, reported by Partners Business Services, LLC under EIN 66-0724522 and plan number 001. It reports 87 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5MReported net assets$5,009,882
Participants87
Provider compensation$30.2K2 Schedule C row(s)$30,160
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015131940NAL0049579120001
Plan sponsor
Partners Business Services, LLC
EIN
66-0724522
Plan number
001
Location
San Juan, PR
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$5M total assets
Net assets$5MLiabilities$2.3K
Money in vs. money out
Total income / additions$1M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$155K
Participant$179.2K
Full reported line items
Total assets (EOY)
$5,012,182
Total liabilities (EOY)
$2,300
Net assets (EOY)
$5,009,882
Employer contributions
$154,964
Participant contributions
$179,194
Total income / additions
$1,020,696
Benefits paid
$1,094,637
Administrative expenses
$1,400
Total expenses
$1,096,037
Net increase / (decrease)
-$75,341
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INV CONSULTING · Direct $0 · Indirect $27.8K
  2. 2
    TRUSTEE/RECORDKEEPER · Direct $1.4K · Indirect $913

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015131940NAL0049579120001 cover?
It is the 2023 Form 5500 filing for Partners Business Services Retirement Plan Plan, reported by Partners Business Services, LLC (EIN 66-0724522).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages