Pbs Peo Services, LLC Retirement Plan — Form 5500 plan (Pbs Peo Services, 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, Pbs Peo Services, LLC Retirement Plan is a benefit plan reported by Pbs Peo Services, LLC under EIN 81-4175750 and plan number 001. The latest loaded filing year is 2023. The filing reports 293 participants and $2,422,930 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.4MPlan net assets, end of year$2,422,930
Participants293Covered participants reported
Assets / participant$8.3KComputed: assets ÷ participants$8,269 (computed)
Provider compensation$37.1K2 Schedule C provider row(s)$37,073
- Plan sponsor
- Pbs Peo Services, LLC
- EIN
- 81-4175750
- Plan number
- 001
- Plan type
- 3
- Location
- Birmingham, AL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 293 | H, C | 20241015165306NAL0015115139001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.4M total assets
Net assets$2.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,422,930
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,422,930
- Net assets (BOY)
- $1,977,023
Income & contributions
- Employer contributions
- $169,462
- Participant contributions
- $412,477
- Total contributions
- $596,487
- Total income / additions
- $923,571
Expenses & distributions
- Benefits paid
- $254,651
- Administrative expenses
- $41,187
- Total expenses
- $295,838
- Net increase / (decrease)
- $627,733
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
29%71%
Employer 29%Participant 71%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $30,498 | $0 | 2023 |
| Erisa Specialists, LLC | TPA | $6,575 | $0 | 2023 |