2023 Form 5500 filing — Pbhk, Inc. Retirement 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 20241015155839NAL0016819075001) for Pbhk, Inc. Retirement Plan, reported by Pbhk, Inc. under EIN 99-0306811 and plan number 001. It reports 295 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)$4.2MReported net assets$4,208,670
Participants295
Provider compensation$19.9K1 Schedule C row(s)$19,877
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015155839NAL0016819075001
Plan sponsor
Pbhk, Inc.
EIN
99-0306811
Plan number
001
Location
Honolulu, HI
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)$4.2M total assets
Net assets$4.2MLiabilities$420
Money in vs. money out
Total income / additions$1.7M
Total expenses$256.6K
Benefits paid / distributions$236.7K
Contributions
Employer$243.5K
Participant$618.9K
Full reported line items
Total assets (EOY)
$4,209,090
Total liabilities (EOY)
$420
Net assets (EOY)
$4,208,670
Employer contributions
$243,486
Participant contributions
$618,876
Total income / additions
$1,709,699
Benefits paid
$236,741
Administrative expenses
$19,883
Total expenses
$256,624
Net increase / (decrease)
$1,453,075
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $19.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015155839NAL0016819075001 cover?
It is the 2023 Form 5500 filing for Pbhk, Inc. Retirement Plan, reported by Pbhk, Inc. (EIN 99-0306811).
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