How big is PBS Wealth Management's plan?

PBS Wealth Management's plan reported $41K in assets and 5 participants for 2024.

Original filing (PDF)20250718121256NAL0002487216001

PBS Wealth Management

Name: PBS Wealth Management — PBS Wealth Management 401(k), Form 5500 (2024)
Creator: PBS Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PBS Wealth Management 401(k) Plan

401(k) retirement plan · PBS Wealth Management's PBS Wealth Management 401(k) Plan held $41K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$41K

Net assets (EOY)

$41K

People on this filing

Marcus Bowie signed PBS Wealth Management's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

PBS Wealth Management's EIN is 27-0039700.

EIN 27-0039700

Plan number 001

Plan year 2024

ACK ID 20250718121256NAL0002487216001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PBS Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PBS Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PBS WEALTH MANAGEMENT.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score