Plan5500

Pbc Management, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Pbc Management, 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, Pbc Management, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Pbc Management, LLC under EIN 59-3294835 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,178 participants and $97,028,014 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pbc Management, LLC
EIN
59-3294835
Plan number
001
Plan type
2
Location
Mandeville, LA
Latest filing year
2023
Participants
1,178
End-of-year plan assets
$97,028,014

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,178H, C20240926101706NAL0000299091001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$97,028,014
Total liabilities (EOY)
$0
Net assets (EOY)
$97,028,014
Net assets (BOY)
$84,885,261

Income & contributions

Employer contributions
$2,604,844
Participant contributions
$5,483,294
Total contributions
$8,493,515
Total income / additions
$20,798,731

Expenses & distributions

Benefits paid
$8,426,688
Administrative expenses
$229,290
Total expenses
$8,655,978
Net increase / (decrease)
$12,142,753

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Retirement Insurance AndNONE$146,040$02023
Synovus Trust Company N.A.NONE$65,000not reported in the loaded dataset2023
Bourgeois Bennett, LLCNONE$15,000not reported in the loaded dataset2023

Related Form 5500 pages