Pbmares 401(K) Plan — Form 5500 plan (Pbmares Llp)
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, Pbmares 401(K) Plan is a benefit plan reported by Pbmares Llp under EIN 54-0737372 and plan number 002. The latest loaded filing year is 2023. The filing reports 450 participants and $60,679,654 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pbmares Llp
- EIN
- 54-0737372
- Plan number
- 002
- Plan type
- 2
- Location
- Newport News, VA
- Latest filing year
- 2023
- Participants
- 450
- End-of-year plan assets
- $60,679,654
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 450 | H, C | 20241014143025NAL0046364848001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,679,654
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,679,654
- Net assets (BOY)
- $52,417,345
Income & contributions
- Employer contributions
- $543,093
- Participant contributions
- $3,751,100
- Total contributions
- $5,343,353
- Total income / additions
- $14,805,265
Expenses & distributions
- Benefits paid
- $6,472,731
- Administrative expenses
- $70,225
- Total expenses
- $6,542,956
- Net increase / (decrease)
- $8,262,309
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RETAINED BY PLAN SPONSOR | $59,183 | $0 | 2023 |
| Wilshire Associates Incorporated | RETAINED BY EMPLOYER | $11,042 | not reported in the loaded dataset | 2023 |