How big is PBT Inc.'s plan?

PBT Inc.'s plan reported $96K in assets and 10 participants for 2024.

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Original filing (PDF)20250611185227NAL0016264561001

PBT Inc.

Name: PBT Inc. — Form 5500 (2024)
Creator: PBT Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PBT Inc.

401(k) retirement plan · PBT Inc. held $96K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$96K

Net assets (EOY)

$96K

People on this filing

Shirley Horner signed PBT Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

PBT Inc.'s EIN is 84-1514546.

EIN 84-1514546

Plan number 001

Plan year 2024

ACK ID 20250611185227NAL0016264561001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PBT Inc.'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 PBT 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.

Plan sponsor

Name

PBT INC

EIN

all filings

Address

351 PASEO NUEVO · SECOND FLOOR · SANTA BARBARA, CA · 93101

Phone

(805) 895-9587

Industry

Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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