2023 Form 5500 filing — Pbs Peo Services, LLC 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 20241015165306NAL0015115139001) for Pbs Peo Services, LLC Retirement Plan, reported by Pbs Peo Services, LLC under EIN 81-4175750 and plan number 001. It reports 293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$2.4MReported net assets$2,422,930
Participants293
Provider compensation$37.1K2 Schedule C row(s)$37,073
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015165306NAL0015115139001
- Plan sponsor
- Pbs Peo Services, LLC
- EIN
- 81-4175750
- Plan number
- 001
- Location
- Birmingham, AL
- Received date
- not reported in the loaded dataset
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)$2.4M total assets
Net assets$2.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,422,930
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,422,930
- Employer contributions
- $169,462
- Participant contributions
- $412,477
- Total income / additions
- $923,571
- Benefits paid
- $254,651
- Administrative expenses
- $41,187
- Total expenses
- $295,838
- Net increase / (decrease)
- $627,733
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $30,498 | $0 |
| Erisa Specialists, LLC | TPA | $6,575 | $0 |