2023 Form 5500 filing — Point University Retirement Savings 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 20241014093856NAL0013072003001) for Point University Retirement Savings Plan, reported by Point University under EIN 58-6044761 and plan number 002. It reports 517 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014093856NAL0013072003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Point University
- EIN
- 58-6044761
- Plan number
- 002
- Location
- West Point, GA
- Participants
- 517
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,987,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,987,172
- Employer contributions
- $203,427
- Participant contributions
- $470,900
- Total income / additions
- $1,628,418
- Benefits paid
- $658,302
- Administrative expenses
- $33,530
- Total expenses
- $689,246
- Net increase / (decrease)
- $939,172
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | INVESTMENT ADVISOR | $18,010 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $13,234 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,286 | not reported in the loaded dataset |