Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear
What are you searching?

Narrow to one kind of record, or search everything.

Financial profile

Only plans that report Schedule H/I financials or Schedule C provider pay.

Plan size

Filter plans by reported participant count or end-of-year assets.

Location
Filing identifiers

Jump to an exact sponsor (EIN) or plan number.

Sort

Companies

Plans

  • planPbm Capital Group, LLC. 401(K) PlanFinancial statementProvider compensation2023 filing
    $5.6Mreported assets (EOY)
    Sponsor: Pbm Capital Group, LLCEIN: 27-4392286Plan: 002Participants: 124Assets: $5,636,515Net assets: $5.6MAssets / participant: $45.5KLocation: Charlottesville, VALatest: 2023
    View financial statement

Service providers

Filings