Pb Tech & Advisory Llc 401(k) Plan (terminated 2024): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2024. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Pb Tech & Advisory Llc 401(k) Plan Facts (plan year 2024)

Plan name
PB TECH & ADVISORY LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
PB TECH & ADVISORY LLC
Participants
407
Former employees with a balance
0
Employer contributions
$503,654 in plan year 2024 (44% of all contributions)
Plan year
Jan 1, 2024 – Jun 4, 2024
Plan established
Jan 1, 2019
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Jun 4, 2024), filed Nov 25, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.15 million went into the plan in contributions, $503,654 of it from the employer (44%).
  • $12.5 million was paid out to participants.
  • Investment and other income added $595,956.

How the Pb Tech & Advisory Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20198$584,114$175,533$6,307
202064$1.62 million$414,622$170,283
2021131$3.82 million$967,650$544,971
2022283$6.34 million$1.52 million$709,381
2023295$10.8 million$1.76 million$1.67 million
2024 (final)407$0$503,654$12.5 million

Pb Tech & Advisory Llc 401(k) Contact Information

Phone
914-579-4079
Mailing address
1331 17TH ST STE 900, DENVER CO 802025860
Plan sponsor
PB TECH & ADVISORY LLC
Employer identification number (EIN)
83-0979880
Plan number
001

Questions about the Pb Tech & Advisory Llc 401(k)

Is the Pb Tech & Advisory Llc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2024.

Does Pb Tech & Advisory Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $503,654, 44% of all contributions.

Does the Pb Tech & Advisory Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Pb Tech & Advisory Llc 401(k) plan?

407 participants at the start of plan year 2024.

Who manages the Pb Tech & Advisory Llc 401(k) accounts?

Guideline is the plan's recordkeeper, which is where participants log in to see their balance.

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