How big is PBI Design, LLC's plan?

PBI Design, LLC's plan reported $128K in assets and 24 participants for 2022.

Original filing (PDF)20230717103633NAL0035124464001

PBI Design, LLC

Name: PBI Design, LLC — PBI Design, LLC 401(k) Plan, Form 5500 (2022)
Creator: PBI Design, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PBI Design, LLC 401(k) Plan

401(k) retirement plan · PBI Design, LLC's PBI Design, LLC 401(k) Plan held $128K in plan assets for 24 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$128K

Net assets (EOY)

$128K

People on this filing

Michael Boshart signed PBI Design, LLC's 2022 Form 5500 as plan administrator.

Michael Boshart — 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

PBI Design, LLC's EIN is 83-2248492.

EIN 83-2248492

Plan number 001

Plan year 2022

ACK ID 20230717103633NAL0035124464001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for PBI Design, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

PBI Design, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off