Two Point Capital Management 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Two Point Capital Management)
Plain-English plan 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, Two Point Capital Management 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Two Point Capital Management under EIN 16-1562754 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $1,664,527 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Two Point Capital Management
- EIN
- 16-1562754
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsford, NY
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $1,664,527
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240710161923NAL0030962946001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,664,527
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,664,527
- Net assets (BOY)
- $1,224,658
Income & contributions
- Employer contributions
- $34,867
- Participant contributions
- $62,609
- Total income / additions
- $457,167
Expenses & distributions
- Benefits paid
- $17,163
- Administrative expenses
- $135
- Total expenses
- $17,298
- Net increase / (decrease)
- $439,869
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.