Original filing (PDF)20251001152247NAL0012784113001

PEANUT BUTTER AND JELLY FAMILY SERVICES, INC

Name: PEANUT BUTTER AND JELLY FAMILY SERVICES, INC — 403 (B) THRIFT PLAN OF PEANUT BUTTER AND JELLY FAMILY SERVICES, INC, Form 5500 (2024)
Creator: PEANUT BUTTER AND JELLY FAMILY SERVICES, INC

Form 5500-SF

FILING_RECEIVED

403 (B) THRIFT PLAN OF PEANUT BUTTER AND JELLY FAMILY SERVICES, INC

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 PEANUT BUTTER AND JELLY FAMILY SERVICES, INC.

Plan sponsor

Name

PEANUT BUTTER AND JELLY FAMILY SERVICES, INC

DBA

PB&J FAMILY SERVICES

EIN

85-0231566

Address

1101 LOPEZ RD SW · ALBUQUERQUE, NM · 871053954

Phone

(505) 877-7060

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-10-01

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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