How big is PBSI Software Solutions, Inc.'s plan?

PBSI Software Solutions, Inc.'s plan reported $3.2M in assets and 7 participants for 2023.

Original filing (PDF)20241011131646NAL0021924273001

PBSI Software Solutions, Inc.

Name: PBSI Software Solutions, Inc. — PBSI Software, Form 5500 (2023)
Creator: PBSI Software Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PBSI Software Solutions Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · PBSI Software Solutions, Inc.'s PBSI Software Solutions Inc. 401(k) Profit Sharing Plan held $3.2M in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

PBSI Software Solutions, Inc.'s EIN is 31-1062687.

EIN 31-1062687

Plan number 002

Plan year 2023

ACK ID 20241011131646NAL0021924273001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for PBSI Software Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

PBSI Software Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PBSI SOFTWARE SOLUTIONS, INC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

PBSI SOFTWARE SOLUTIONS, INC

EIN

all filings

Address

311 ELM STREET SUITE 270 #1017 · CINCINNATI, OH · 45202

Phone

(513) 772-2255

Industry

Professional & Technical Services

Plan administrator