Original filing (PDF)20240709081957NAL0021513648001

PBC GROUP, LLC

Name: PBC GROUP, LLC — PBC GROUP, LLC 401K RETIREMENT PLAN, Form 5500 (2023)
Creator: PBC GROUP, LLC

Form 5500-SF

FILING_RECEIVED

PBC GROUP, LLC 401K RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$211K

Net assets (EOY)

$211K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PBC GROUP, LLC.

Plan sponsor

Name

PBC GROUP, LLC

EIN

27-1858256all filings

Address

8291 FOXBERRY CT. · SAVAGE, MN · 55378

Phone

(952) 447-2507

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

L. JANE FRANCO CPA INC.

L JANE FRANCO CPA INC 401(K) PROFIT SHARING PLAN & TRUST

$211K · 1 participants

CHASE & CHASE CPA PLLC

CHASE & CHASE CPA PLLC 401K PLAN

$211K · 4 participants

TONI L. LADNIER, CPA, LLC

TONI L. LADNIER, CPA, LLC 401(K) PLAN

$210K · 3 participants

ZUCKER AND ASSOCIATES, P.A.

ZUCKER AND ASSOCIATES, P.A. DEFINED BENEFIT PLAN

$210K · 1 participants

GLS CERTIFIED PUBLIC ACCOUNTANTS, PC

GLS CPA 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.