Original filing (PDF)20241011131646NAL0021924273001

PBSI SOFTWARE SOLUTIONS, INC

Name: PBSI SOFTWARE SOLUTIONS, INC — PBSI SOFTWARE SOLUTIONS INC 401K PROFIT SHARING PLAN, Form 5500 (2023)
Creator: PBSI SOFTWARE SOLUTIONS, INC

Form 5500-SF

FILING_RECEIVED

PBSI SOFTWARE SOLUTIONS INC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PBSI SOFTWARE SOLUTIONS, INC.

Plan sponsor

Name

PBSI SOFTWARE SOLUTIONS, INC

EIN

31-1062687

Address

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

Phone

(513) 772-2255

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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