2023 Form 5500 filing — Pointe Group Care 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 20241002110411NAL0004742803001) for Pointe Group Care 401(K) Plan, reported by Pointe Group Care, LLC under EIN 81-1715745 and plan number 002. It reports 1,601 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002110411NAL0004742803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pointe Group Care, LLC
- EIN
- 81-1715745
- Plan number
- 002
- Location
- Stoughton, MA
- Participants
- 1,601
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,369,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,369,551
- Employer contributions
- $202,468
- Participant contributions
- $1,899,856
- Total income / additions
- $5,320,713
- Benefits paid
- $992,073
- Administrative expenses
- $115,109
- Total expenses
- $1,125,020
- Net increase / (decrease)
- $4,195,693
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Park Avenue Securities LLC | ADVISOR | $31,500 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $5,044 | $0 |