2023 Form 5500 filing — Por 401(K) 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 20240916142206NAL0001570577001) for Por 401(K) Plan, reported by Point Of Rental, Inc. under EIN 75-1807477 and plan number 001. It reports 252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.8MReported net assets$9,775,588
Participants252
Provider compensation$32.5K4 Schedule C row(s)$32,515
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240916142206NAL0001570577001
Plan sponsor
Point Of Rental, Inc.
EIN
75-1807477
Plan number
001
Location
Fort Worth, TX
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$9.8M total assets
Net assets$9.8MLiabilities
Money in vs. money out
Total income / additions$3.5M
Total expenses$384.3K
Benefits paid / distributions$348.9K
Contributions
Employer$736.4K
Participant$1.1M
Full reported line items
Total assets (EOY)
$9,775,588
Net assets (EOY)
$9,775,588
Employer contributions
$736,413
Participant contributions
$1,109,731
Total income / additions
$3,479,924
Benefits paid
$348,877
Administrative expenses
$35,408
Total expenses
$384,285
Net increase / (decrease)
$3,095,639

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Nova Associates IncTHIRD PARTY ADMINISTRATOR$8,891$3,700
Cottonwood Venture, LLCSERVICE PROVIDER$0$9,993
Commonwealth Financial NetworkSERVICE PROVIDER$9,285$0
Voya Retirement Insurance AnnuityRECORDKEEPER$0$646

Related Form 5500 pages