Plan5500

Pbfs Retirement Plan — Form 5500 plan (Pye-Barker Fire & Safety, LLC)

Plain-English plan 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, Pbfs Retirement Plan is a benefit plan reported by Pye-Barker Fire & Safety, LLC under EIN 20-0378887 and plan number 004. The latest loaded filing year is 2023. The filing reports 4,395 participants and $116,908,979 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pye-Barker Fire & Safety, LLC
EIN
20-0378887
Plan number
004
Plan type
2
Location
Alpharetta, GA
Latest filing year
2023
Participants
4,395
End-of-year plan assets
$116,908,979

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,395H, C20250227115702NAL0001012739001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$116,908,979
Total liabilities (EOY)
$0
Net assets (EOY)
$116,908,979
Net assets (BOY)
$70,656,838

Income & contributions

Employer contributions
$8,058,711
Participant contributions
$13,635,213
Total contributions
$36,909,822
Total income / additions
$51,823,548

Expenses & distributions

Benefits paid
$6,736,844
Administrative expenses
$356,708
Total expenses
$7,178,496
Net increase / (decrease)
$44,645,052

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$334,924$02023
Creative Planning Hold Co, LLCSERVICE PROVIDER$3,750$75,0002023
Bernard Robinson & Company LlpOTHER FEES$17,500$02023

Related Form 5500 pages