How big is PMBG, PLLC's plan?

PMBG, PLLC's plan reported $2.3M in assets and 20 participants for 2024.

Original filing (PDF)20250613152917NAL0013687907001

PMBG, PLLC

Name: PMBG, PLLC — PMBG, PLLC 401(k) Plan, Form 5500 (2024)
Creator: PMBG, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PMBG, PLLC 401(k) Plan

401(k) retirement plan · PMBG, PLLC's PMBG, PLLC 401(k) Plan held $2.3M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

John Ansay signed PMBG, PLLC's 2024 Form 5500 as plan administrator.

John Ansay — 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

PMBG, PLLC's EIN is 84-4323655.

EIN 84-4323655

Plan number 001

Plan year 2024

ACK ID 20250613152917NAL0013687907001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

PMBG, PLLC

EIN

all filings

Address

8610 BROADWAY, SUITE 440 · SAN ANTONIO, TX · 78217

Phone

(210) 824-4411

Industry

All Other Professional Services· Professional & Technical Services

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

2025-06-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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