2023 Form 5500 filing — Point Bee Inc. Retirement Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240316031116NAL0003232242001) for Point Bee Inc. Retirement Plan, reported by Point Bee Inc. under EIN 87-4260149 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$273KReported net assets$272,984
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240316031116NAL0003232242001
Plan sponsor
Point Bee Inc.
EIN
87-4260149
Plan number
001
Location
Marlborough, CT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$273K total assets
Net assets$273KLiabilities
Money in vs. money out
Total income / additions$139.5K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$272,984
Net assets (EOY)
$272,984
Total income / additions
$139,547
Total expenses
$0
Net increase / (decrease)
$139,547

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240316031116NAL0003232242001 cover?
It is the 2023 Form 5500 filing for Point Bee Inc. Retirement Plan, reported by Point Bee Inc. (EIN 87-4260149).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages